Client Services Associate

Join to apply for the Client Services Associate role at The QTI Group Senior Recruiting Consultant / Music Junkie The QTI Group is partnering with Resonant Capital Advisors to hire a Client Service Associate (CSA) to join their team. Resonant Capital Advisors is a privately held, innovative, and growing Registered Investment Advisor (RIA) firm that provides planning, investment, and advisory services to individual and institutional clients. Bring your financial services or fiduciary client service industry experience here and enjoy tremendous opportunity for career development as the firm continues to grow! Resonant Capital Advisors was named one of the fastest growing fee-only RIAs by InvestmentNews in 2024! The CSA will work with a talented and experienced Client Service Team to support clients and investment advisors within the firm. The CSA will be involved in all non-investment and advisory elements of the client’s experience from account-opening to custodial interactions through to money movement and reporting . Location : In-office – Downtown Madison, Wisconsin Responsibilities: Provide a high level of customer service and guidance by managing client inquiries and requests regarding account information and reporting. Develop a working knowledge of institutional 3rd party custodial platforms (i.e., Schwab and Fidelity). Complete tasks related to client onboarding, including opening of new accounts, updating cost basis, reconciling account information, processing transactions, and coordinating document collection and transfer between clients, advisors, and custodians. Monitor new accounts for accuracy and timeliness on custodial platforms. Process new contributions and redemptions across qualified and non-qualified accounts. Set up client portal access in Addepar and ShareFile and orientate client to reporting systems. Document client service activity in Salesforce, while assisting in the execution of specific service delivery models for clients. Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy and regulatory procedures. Demonstrate flexibility and nimbleness in balancing multiple tasks in a fast-paced, ever-changing environment. Experience: 3+ years of experience in client service with an RIA firm or financial advisory practice. Knowledge of financial services and investments industry required. Experience working within 3rd party custodial platforms is a plus! Excellent verbal and written communication required; strong attention to detail. Strong work ethic, and ability to work both within a team and independently. Strong computer skills, including Microsoft Office Suite; Salesforce experience is a plus. Post-secondary degree (2 or 4 years) encouraged but not required. Seniority level Associate Employment type Full-time Job function Administrative, Customer Service, and General Business Financial Services, Investment Management, and Banking Referrals increase your chances of interviewing at The QTI Group by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Disability insurance Get notified about new Client Services Associate jobs in Madison, WI . #J-18808-Ljbffr The QTI Group