Job Description

Job Description

This role is responsible for working with the Relationship Manager to build and maintain client relationships.

• Deliver high-touch service: Provide high-quality, high-touch service to Private Wealth Management (PWM) clients, ensuring their needs are met with professionalism and care.
• Manage onboarding and account support: Oversee new account onboarding, including account openings, facilitation of funding, and cost basis input.
• Handle client inquiries and maintenance requests: Manage general account inquiries and maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, address changes, and tax reporting inquiries.
• Communicate effectively: Handle inbound and outbound telephone calls in a professional and courteous manner; route calls to the appropriate parties and conduct necessary follow-up to satisfy client requests.
• Ensure operational excellence: Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.
• Problem-solve and follow through: Research, follow up, and resolve client inquiries and problems through effective interaction with clients, custodial partners, Private Wealth Relationship Managers, and operations departments in a timely and professional manner.
• Support your team: Prepare materials for client and prospect presentations, meetings, and reviews. Assist Relationship Managers with strategizing, building, and implementing investment portfolios. Assist with trading on accounts. Provide ongoing portfolio maintenance. Assist in the training of less experienced staff, at management request. Participate in other duties as requested by Relationship Managers and Firm Management.

Who you are

• Educational background: You have a bachelor’s degree.
• Industry experience: You have 7+ years of financial industry experience with demonstrated experience in a client service role and understand the needs of high-net-worth clients.
• Organized and efficient: You possess strong organizational skills and can manage working with multiple Advisors and clients at once. You effectively multi-task and manage priorities with minimal direction, even in a high-pressure environment.
• Strong communicator: You have excellent written and oral communication skills and can develop professional relationships with co-workers and clients.
• Investment knowledge: You have a fundamental understanding of investments and capital markets.
• Technically proficient: You are highly proficient in Microsoft Word, PowerPoint, Outlook, and Excel, and are familiar with Schwab and Fidelity platforms (preferred).

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