The Client Service Associate serves a critical role in our Private Wealth Operations. Responsibilities include:

• Serve as the day-to-day point of contact for our clients including researching and resolving issues, initiating deposits and disbursements, and responding to other inquiries or needs.
• Support Private Client Advisors and Investment Advisors including establishing and maintaining files to meet the firms' regulatory requirements, creating and producing reports, databases, and establishing and maintaining filing/ record keeping necessary to support efforts to service and grow client relationships.
• Assist with account set-up and onboarding of new clients.
• Assist with placing trades on behalf of clients.
• Help with preparation of client and prospect meeting materials including pitch books and account reviews
• Create and update spreadsheets, reports and presentations as needed.
• General administrative duties, such as copying, filing, record keeping, data management, CRM management, mail distribution, ordering supplies, processing expense reports, client mailings.
• Additional responsibilities include answering, screening and routing calls, maintaining daily calendars, scheduling appointments and meetings.
• Assist with special projects as necessary.

• Minimum 3 years’ experience as an Investment Client Service Associate, Relationship Associate or Banking/ Financial Institution experience required.
• Bachelor’s degree preferred.
• Series 65 license preferred or willingness to obtain it within 90 days required.
• Excellent client service skills, both verbal and written required.
• Must be comfortable interfacing with high-level management and clients and handling confidential information with discretion required.
• Well-organized and detail-oriented with an ability to thrive in a fast-paced environment required.
• Experience answering and managing multiple phone lines required.
• Proven ability to build relationships with internal and external partners required.