Client Service Associate II

Client Service Associate II

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. The Client Service Associate II is responsible for high-quality customer service and communication to private clients, Investment Consultants, custodians, and money managers. This role assumes responsibility for supporting the firm's Investment Consultants in account administration, operational tasks, client servicing, internal projects, and client-related projects.

Responsibilities include:

• Owning and leading the end-to-end onboarding process for new clients
• Opening new brokerage accounts with precision and completeness
• Executing and facilitating complex money movements with a high degree of accuracy
• Maintaining organization of client records and documents
• Demonstrating advanced problem-solving and critical thinking skills
• Communicating proactively and consistently with clients and colleagues
• Independently completing subscription documents for Private Equity and Hedge Fund investments
• Engaging directly with external asset managers to facilitate account setup and maintenance
• Collaborating cross-functionally with initiative
• Supporting senior leadership and client-facing teams with ad-hoc projects
• Assisting in training new Client Service Associates

Education, Professional & Technical Experience:

• Bachelor's Degree required with a preferred concentration in Business or related
• One to three 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 full operational requirements and compliance considerations involved of various money movements transactions
• Understands the structure and purpose of various brokerage account types and client types
• Demonstrates working knowledge of core brokerage processes such as RMDs, 401(k) rollovers, etc
• Working knowledge of different types of securities such as stocks, mutual funds and bonds
• Working knowledge of asset managers
• Working knowledge of alternative investment vehicles [Private Equity and Hedge Funds]

Essential Traits:

• Demonstrates a strong team-oriented mindset and collaborative approach
• Highly proficient in follow-up and task completion
• Skilled in professional email communication and etiquette
• Exceptionally detail-oriented with a focus on accuracy and organization
• Thoughtful and effective in building rapport and fostering relationships
• Delivers outstanding customer service with a client-focused attitude
• Adapts seamlessly to shifting priorities and works independently with confidence
• Exercises sound judgment and effective problem-solving capabilities
• Resourceful with a solid understanding of cross-functional business units
• Innovative, intellectually curious, and enthusiastic about continuous improvement
• Committed to cultivating inclusive and collaborative work environments that promote belonging
• Passionate about contributing to organizations that prioritize diversity, equity, and inclusion

Work Environment & Travel Requirements:

• 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

What We Offer:

• A workplace that welcomes authenticity and practices acceptance for what makes each of us different
• Commitment to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging
• The base salary range for this position is $60,000-$81,000
• Actual base salary offered will be determined on a case-by-case basis
• Eligibility for performance-based incentives