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    Client Service Associate - Irving, United States - BCI - Brokerage Consultants Inc.

    BCI - Brokerage Consultants Inc.
    BCI - Brokerage Consultants Inc. Irving, United States

    1 week ago

    Default job background
    Description

    Established RIA is searching for a motivated individual to collaborate closely with clients while providing essential support to their advisory team.


    Responsibilities:

    Facilitate the onboarding process for new clients and accounts, including the completion of client questionnaires
    Onboard accounts using Schwab, QCDs, SLOAs (initiate move money requests), and monitor monthly client draws
    Maintain banking relationship, collateral releases, client interest payments, and QB entries in client files
    Craft personalized client outreach materials
    Coordinate quarterly conference agendas and client meetings
    Track Advisors' time, business miles, professional CPE hours
    Monitor emails
    Prepare quarterly data for Advisor's portfolio analysis (BPC)
    Assist in preparing client Investment Portfolio Reports
    Handle invoicing and fee withdrawals, FCA monthly billing, WMA quarterly billing
    Keep track of Annual Material Change Notice mailings as well as ADV requests


    Requirements:

    Bachelor's degree, preferably in business, finance, economics, etc.
    Proficiency in Microsoft Office 365 (Microsoft Word, Excel, PowerPoint, and Teams)

    Experience with the following:
    QuickBooks, Quicken, Juncture, Orion, eMoney,, AdvisorEngine, and/or Adobe
    Resourceful; team player; multi-tasker; organized; self-starter; process-oriented; strong grammar and written as well as oral communication skills
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