Client Services Associate

Job Description

Client Service Associate

\n

WHO WE ARE

\n

Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 3,500 clients and are entrusted with over $10 Billion of client wealth. Procyon’s mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. This carries over into every area of the firm. Ideal candidates will reflect our firm’s personality traits, which are:

\n

\n

Passionate – We show up with energy & enthusiasm every day.

\n

Driven – We work tirelessly to achieve exceptional outcomes.

\n

Approachable – We always make sure people feel welcome.

\n

Candid – We tell it like it is in language you will understand.

\n

Caring – We have your back.

\n

\n

Firm Priorities

\n

\n
• Growth We are committed to growth
\n
• Efficiency We desire to run the firm as efficiently as possible.
\n
• Exceptional Outcomes We want all our clients and team members to have them.
\n

\n

\n

OVERVIEW

\n

\n

Your job as a trusted member of the service team is a critical one at Procyon through supporting clients and advisors as you will be the primary point of contact for all service-related needs. This role serves as the supporting facet to most of the administrative and client service aspects of the client’s relationship with the firm. This role partners closely with Advisors to deliver a white glove experience to the client. The ability to multi-task and adapt to rapidly changing priorities is important. The ideal candidate is detail and service oriented. You effectively communicate information to clients and colleagues alike and work well within a team construct.

\n

\n

QUALIFICATIONS

\n

\n
• 3-5 years’ experience in financial services-wealth management; RIA operations-preferred
\n
• Knowledge of relevant platforms
\n
• Custodians-Charles Schwab and Fidelity
\n
• CRM-Salesforce
\n
• Performance Reporting-Black Diamond
\n
• Secure Document Management-Docusign
\n
• Excellent attention to detail, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
\n
• Exceptional interpersonal and communication skills, with the ability to interface with clients and employees at all levels of the firm.
\n
• Strong work ethic, self-motivated, and goal oriented.
\n
• Basic understanding of RIA compliance requirements
\n

\n

\n

JOB DESCRIPTION

\n

This position will be working under the direct supervision of Procyon’s Director of Client Services, Katherine Kelly. The Client Service Associate will support in the following ways:

\n

\n
• Provides administrative support as needed: answers calls, manages contacts, manages schedules
\n
• Establish and maintain all client accounts and assist in client service needs and requests
\n
• Processing account/product applications
\n
• Prepare portfolio reviews for advisors
\n
• Cashiering:
\n
• Fulfill cashiering requests with advisor supervision
\n
• RMD calculation
\n
• Schedule client recurring review meetings
\n
• Ensure the firm’s Client Service Matrix is implemented for each client
\n
• Serve as a regular point of contact for clients
\n

\n

\n

WHY PROCYON

\n

Procyon was designed from the ground up to be an excellent home for our clients and employees. We work hard for our clients but also want Procyon to be a great place to work. We currently follow a hybrid work schedule, allowing employees to work from home on Mondays and Fridays and come into an office on Tues- Thurs for meetings, training, and idea-sharing better done in person. We encourage lifelong learning and, with approval, will also reimburse high-performing employees for pursuing approved advanced designations. As a vibrant and growing firm there is an opportunity for anyone to join and make a difference right away and find new challenges as you learn and grow along with the firm.

\n

\n

Location : Remote

\n

Travel : Up to 15% of the time between office and event locations

\n

Full / Part-time : Full Time

\n

Hours Per Week : 40 hours, minimum

\n

Hours : 8:30am-5pm

\n

Salary: $75k - $100k +Bonus

\n

\n

Above list of responsibilities of job description is not all inclusive. Job responsibilities and duties can and will change over time. Open and real time communication will be necessary between employee and supervisor