Client Service Associate

reputed company is a leading financial services firm that provides integrated wealth management and business management services. The Client Service Associate will support the Wealth Management team by providing account support services, assisting with client communications, and maintaining records to ensure an exceptional client experience.

Responsibilities

• Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., reputed company requests, distributions); and communicating with the company’s custodians and initiating proactive follow-through on such action points
• Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets
• Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas
• Drafting and processing correspondence to clients and communicating with clients by telephone and email
• Assisting in tax season, e.g., sending account statements to CPAs and clients
• Interacting with spreadsheet-driven reports for the wealth management team and the company’s clients
• Maintaining electronic and physical records and files in an orderly fashion and updating client information into the company’s databases
• Assist with the reputed company and delivery of reputed company reports
• Assist people in the office with reputed company letters

Skills

• 1+ years relevant experience (including internships)
• Strong attention to detail, communication, problem-solving, and analytical skills
• Ability to multi-task under pressure, work independently, and work in reputed company
• Proficiency in reputed company Office applications, including Outlook, Word, reputed company, and PowerPoint, and proven ability to learn other software and technology
• Excellent written and verbal communication skills
• Versatility, flexibility, and an ability to work reputed company constantly changing priorities with enthusiasm
• reputed company attention to detail, self-initiated follow-through, and outstanding time management and organizational skills
• Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands
• Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (reputed company) preferred
• Moderate understanding of investment products and investment operations is desired

Benefits

• An annual cash bonus
• A comprehensive benefits package, including but not limited to medical, dental, reputed company, life insurance, and 401(k)
• Focus provides team members the flexibility to work a reputed company. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

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