- Join client meetings when it's requested.
- Meet with clients to execute paperwork or answer questions as necessary.
- Subject matter expert in various areas
- Active involvement in the estate settlement process
- Facilitate company plan rollovers with clients.
- Manage client private equity investments and other alternative investments.
- Manage and lead various assigned department & firm projects.
- Active involvement with training of new team members and the client onboarding process
- Creation / ownership of personal roles and responsibilities & development plan
- Onboarding
- Prepare all necessary contracts for client signature
- Input/update client data in CRM
- Prepare application(s), money movement forms, TOA(s)
- Prepare cover letter w/details of paperwork for client
- Use of technology for document preparation and processing
- Research transferability of assets
- Track and reconcile all transfers to confirm delivery and/or receipt of funds
- Communicate with custodians as needed to ensure proper establishment of accounts
- Communicate regularly with clients to keep them informed of any
- Review and address custodian alerts
- Review emails for action items
- Monitor and manage all pending and assigned tasks in CRM
- Send trade requests to Investment Operations as needed
- Notify clients of completed requests
- Beneficiary updates
- Address changes
- RMD distributions
- IRA rollovers
- Opening additional accounts for existing clients
- Document all action taken on clients in CRM
- Charitable contributions & gifting
- 529/HSA accounts
- Assist with meeting scheduling as needed
- Assist with billing as needed
- Generate Portfolio Reports/Retrieve statements, tax documents, and other reports
- Wires, EFTs, Journals, Check Requests
- Incoming / Outgoing TOAs
- 401k/Cash balance rollovers, distributions
- 401k/Cash balance terminations
- ERISA retirement plans: establish, take over, conversions
- Funding monitoring
- Coordinate with others across the firm as appropriate
- Work with Investment Ops to calculate final fee or refund
- Prepare termination paperwork
- Process termination with custodians
- Update CRM as applicable
- Follow all existing internal / compliance processes
- Proficient in softskills of the Client Success role (client communication, time management, working with other departments, etc.)
- In-Depth training of new employees
- Proactively communicate with clients
- Participate in team meetings
- Attend staff events
- Sitting for long periods of time.
- Possible travel between offices for special events/training
- High School graduate or equivalent
- 2+ years recent experience working in a similar capacity in an RIA
- Preferred experience with Salesforce, Microsoft Suite
- Ability to efficiently manage time and capacity while in a fastpaced environment
- Excellent communication skills, both verbal and written
- A high level of multitasking and attention to detail
- Enjoys problem solving and researching accountrelated issues
Client Success Associate - Atlanta, United States - Corient Private Wealth LLC.
Description
Join a team that values your ambition and empowers your growthAt Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.
We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team.If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
A Client Success Associate works closely with Wealth Advisors and Financial Planners to build and nurture strong connections with our clients.
They provide personalized service to our clients by managing the day-to- day needs of their accounts and serving as the primary contact in the relationship.
As a Client Success Associate, they have experience that allows them to handle complex service situations.Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.
We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team.If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
A Client Success Associate works closely with Wealth Advisors and Financial Planners to build and nurture strong connections with our clients.
They provide personalized service to our clients by managing the day-to- day needs of their accounts and serving as the primary contact in the relationship.
As a Client Success Associate, they have experience that allows them to handle complex service situations. See attached job description from Ops.Essential Functions
items
Maintenance / Service Requests
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Duties, responsibilities and activities may change at any time with or without notice.We are an equal opportunity employer.
All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience.
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