Client Services Associate for a Well-Known Financial Advising Firm

Name:
Kate Pletcher; [email protected]

Description:
Our client is a successful multi-family financial advising firm providing comprehensive investment consulting and financial planning services to entrepreneurs, business owners, and their families. The company is seeking a Client Services Associate to serve as a right-hand to their small team of world-class advisors in interacting with their (high net worth) clients, preparing client materials, managing client requests, and more. This is a great opportunity for an individual who is looking to either grow into a financial advisory position or provide best-in-class support to a tight-knit company that fosters strong relationships.

Qualifications: - Prepare quarterly client meeting materials, including investment performance reports and financial planning updates - Process client requests (i.e. wires, checks, journals, etc.) - Utilize various applications (Outlook, Salesforce, custodian websites, etc.) to obtain account information and execute service requests - Reconcile current client activity, fund transfers, and previous day’s activity to ensure accuracy - Open new investment accounts - Prepare client correspondence - Gather/collect data, input and run financial planning reports - Other responsibilities that may be assigned, as needed

Requirements: - Bachelor's degree in Business/Finance or related field - Minimum 2 years’ experience in Financial Services - Series 65 required, CFP® a plus - Strong Microsoft Office competency - Salesforce (CRM) and eMoney experience a plus - Outgoing, personable, engaging, with a passion for client service - Strong written and verbal communication skills - Ability to anticipate advisor/client requests - Detail-oriented with ability to prioritize and organize workflow - Excellent customer-facing skills

Apply: http://thetreehousepartners.com/job-detail/?job_id=405