Job Description

Client Service & Support Team Member

Our client is a successful, growing financial advisory firm that provides family office services to highly successful individuals, their families, and family offices.

They have structured training, excellent compensation, great benefits, a flexible career path, and very low turnover.

They are building their Client Support Team and are looking for a motivated, inquisitive, organized, and personable individual with a strong interest in the world of finance and a passion for client service to join them as a Client Service Team Member. This is their entry-level position designed to provide support to clients by assisting the Client Advisor Team.

Responsibilities include:

• Providing comprehensive financial advice and servicing clients.
• Processing transactions (cash flows, purchases, sales, and asset transfers).
• Preparing for client meetings and responding to client requests.
• Creating client reports including cash flow, investment performance, investment activity, Personal Financial Statements, and general ad hoc reporting.
• Document management.
• Gathering and synthesizing a wide range of information.
• Preparing and/or reviewing documentation to open or update accounts and private investments.

The ideal candidate would have the following skills and qualifications:

• Team player and professional in interactions with associates and clients.
• Problem-solving ability, thoroughness, cautiousness, and attention to detail.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office Word, Excel, and Outlook.
• Ability to work independently in a fast-paced environment.
• Takes initiative to research and resolve issues.
• Ability to handle many tasks at once.
• Related internship/job experience is helpful.
• Bachelor’s degree.
• Thrives in a fast-paced work environment.

This is an excellent entry-level opportunity.

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