Client Service Associate, The Wealth Office

The Client Service Associate is responsible for high-quality customer service and communication to private clients, Investment Consultants, custodians, and money managers. The Client Service Associate acts as a dedicated liaison between custodians and clients, building trusted relationships and delivering exceptional service. This role assumes responsibility for supporting the firm's Investment Consultants in account administration, operational tasks, client servicing, internal projects, and client-related projects. The Client Service Associate works on the clients’ behalf towards achieving their investment goals, supporting our mission of helping clients prosper. Responsibilities Direct responsibility to fully onboard new clients accurately and in a timely manner Open new brokerage accounts for various client types including, but not limited to, individual, joint, retirement, trust, incorporated and non-incorporated accounts Process and facilitate various types of money movements including wires, ACHs, journals, DTC, ACAT and non-ACAT transfers Maintain organization of client records and documents in the firm’s CRM and document management system Follow internal policies and procedures accurately as it relates to money movement verification, CRM documentation, client tasks, and compliance requests Demonstrate ability to problem solve and critically think through the handling of operational tasks and client service-based projects Consistent and proactive communication to clients and colleagues in a timely manner for status updates Completion of subscription documents for Private Equity and Hedge Fund investments, with ongoing maintenance for capital call processing and additional requests Work with outside asset managers for initial account set up and ongoing account maintenance Collaborate with different internal departments on firm or client related projects Support the Director of Client Services, Investment Consultants, and Private Clients with ad-hoc projects Education, Professional & Technical Experience Bachelor’s Degree required with a preferred concentration in Business or related Two (2) to four (4) Years of Financial Industry Experience Proficiency in Microsoft Suite and Adobe Previous CRM experience Previous custodial portal experience, particularly Charles Schwab and/or Fidelity, is a plus Understands different types of money movements transactions Understands basics of different brokerage account types and client types Understand basics of brokerage account processes such as RMDs, 401(k) rollovers, etc. Broad knowledge of different types of securities such as stocks, mutual funds and bonds Broad knowledge of asset managers Basic knowledge of alternative investment vehicles [Private Equity and Hedge Funds] Team Oriented Detail-oriented with a high level of accuracy and organization Thoughtful ability to establish rapport and build relationships Adaptability when priorities shift and able to work independently Sound judgment and problem‑solving skills Innovative, curious, and enthusiastic. Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging. Passionate about working in an organization that values and promotes inclusion and belonging. This role may travel up to 5% of the time for training and or business/events. This role offers a hybrid work model with three days in one of our professional office environments and two days remotely. Physical Job Expectations Must be able to remain in a stationary position for up to 8 hours. Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information. The person in this position may at times need to move throughout the building to access different areas. Ability to move equipment weighing up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities. What We Offer (Summary Highlights) A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry. The base salary range for this position is $65,000-$85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Paid Time Off PTO with optional rollover Time Holidays with additional half days off for specific holidays throughout the year Time –inclusive time off for a loved one, unborn child, or pet. Paid Parental, Personal and Family leaves. Development Day for eligible exams Work Life Convenience Benefits Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more – Family & Fertility Assistance Reimbursement Program Referral Program Plan with company match Phone Reimbursement Program Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. #J-18808-Ljbffr Fiducient Advisors