- Oversee client interaction - act as a conduit between client and Private Client Group operations; create business plans with Managing Director geared toward client growth and development; build relationships with clients by proactively initiating contact; introduce technology and services to clients as appropriate; monitor client accounts and understand their rationale, intentions, and goals.
- Coordinates investment account transactions at Fidelity and Schwab such as opening and closing brokerage accounts, transferring assets, money movement, charitable gifting, trust distributions, and general account administration
- Works directly with service team at Fidelity and Schwab, as needed, to troubleshoot problems, expedite high priority items and work through complex transactions
- Administration of alternative investments; including the completion of subscription documents and coordinating capital calls
- Manage meeting logistics and assist in the coordination and finalization of client meeting materials
- Assists in office organization, filing, scanning of documents to the client directory and electronic file creation
- Develops familiarity of the tools available to complete assigned projects in a paperless environment
- Completes other duties as assigned
- 2+ years of related Investment, Insurance or Trust Administration experience
- BS/BA degree in Business, Finance or related field, or equivalent experience
- Experience with alternative investments is a plus
- Experience with Fidelity or Schwab is a plus
- Ability to work under pressure, organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow-through and meeting deadlines are critical
- Strong computer proficiency (e.g. Word, Excel, Adobe and Outlook)
- Strong client orientation
- Excellent interpersonal and communication skills, written and verbal
- Strong team player
- Commitment to company values
- A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
- The opportunity to join a growing firm that offers professional growth in an industry that is both dynamic and intellectually challenging
- An opportunity to work with high-profile private clients and institutions across the country
- A competitive base salary with an incentive bonus program
- 401(k) Savings plan with company contributions
- Health, Dental, Vision, and Long-term disability insurances
- Generous paid time off program
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Client Service Associate - Cleveland, United States - Clearstead
Description
We are seeking a Client Service Associate at our downtown Cleveland, Ohio wealth management firm. This position will support Private Client Group Advisors, serving as the first point of contact for clients or prospects and providing a wide range of relationship management and administrative support for individuals, entities, and trusts.This position offers work from home availability 2 days per week after initial orientation period.
Position responsibilities:
Essential skills and experience:
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.
The qualified candidate can expect:
There's a popular line at Clearstead, "There are no sharp elbows." There is a palpable sense of kindness and respect for one another; of doing what is right for clients and the firm. Our culture is collaborative and collegial and encourages sharing of information and ideas. This helps us attract and retain strong and motivated individuals.
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