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Northville

    Client Service Associate - Northville, United States - TalentWealth

    TalentWealth
    TalentWealth Northville, United States

    2 weeks ago

    TalentWealth background
    Description

    TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent RIA with over $600MM AUM based in Northville, MI is hiring a Client Service Associate to their growing team. Our client is seeking a polished and organized professional with some experience in all areas of client and advisor support to join a successful and growing wealth management firm.

    Some of the responsibilities would be:

    • Manage all client inquiries and ad hoc requests such as account information, reporting, check request, wire/fund transfers and other account services requests.
    • Work closely with the financial advisors to help them prepare for client meetings and ensuring that they have the most relevant information
    • Complete all tasks related to the opening of new accounts, the transfer of accounts and closed account processing for the advisor's client base
    • Coordinate and process all paperwork as needed for accounts and client relationship
    • Maintain all client information and account records according to our electronic archiving procedure
    • Document all client servicing activities on our portfolio management system according to firm procedures

    Requirements

    • Bachelors degree
    • 3+ years of experience in client service with an RIA or financial advisory practice
    • Knowledge of financial services and investments industry
    • Polished and organized
    • Excellent verbal and written communication is required
    • Attention to detail and ability to multitask
    • Strong initiative and work ethic, and an ability to work both within a team and on a self directed basis
    • Ability and willingness to work additional hours if necessary to complete core responsibilities

    This practice offers competitive compensation and benefits, an inviting work culture, and opportunities for career growth.

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