- Provide a high level of customer service and guidance to clients 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, the 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 varied reporting system.
- Document client service activity in Salesforce, while assisting in the execution of specific service delivery models for clients, including in the implementation of specified technology and tools.
- 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.
- 3+ years of experience in client service with an RIA firm or financial advisory practice.
- Post-secondary degree (2 or 4 years) encouraged but not required.
- Knowledge of financial services and investments industry.
- 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.
-
Associate Field Service Engineer
5 days ago
Westinghouse Electric Company LLC. Madison, United States Full timeAre you interested in being part of an innovative team that supports Westinghouse's mission to provide clean energy solutions? At Westinghouse, we recognize that our employees are our most valuable asset and we seek to identify, attract and recruit the most qualified talent while ...
-
Customer Service Associate
4 weeks ago
Myhaus Madison, United States**Customer Service Associate** · Madison, WI Full Time As a Customer Service Associate youll provide outstanding support and customer service to our account managers, agents, and clients. Your analytical skills, attention to detail, and courteous service sets you apart as a prof ...
-
Customer Service Associate
4 weeks ago
Jaeckle Distributors Madison, United StatesWe are currently looking for a great Customer Service Associate to join our team · Compensation and Benefits: · Pay Rate: $ $20.00 · Work Schedule: Monday - Friday 8:30AM -5:00PM · Medical, Dental & Vision · PTO, Sick and Paid Holidays · Employer-Paid Life Insurance · 401k ...
-
Customer Service Associate
54 minutes ago
Walgreens Madison, United StatesWalgreens - JobID: [Retail Sales / Team Member] As a Customer Service Associate at Walgreens, you'll: Model and deliver a distinctive and delightful customer experience; Register sales on assigned cash register, provide customers with courteous, fair, friendly, and efficient chec ...
-
Client Service Associate
4 weeks ago
The QTI Group Madison, United StatesSummaryThe 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 a ...
-
Customer Service Associate
3 weeks ago
Middec Inc Madison, United StatesJob Description · Job DescriptionWe are seeking a Full Time Seasonal Customer Service Associate to join our team MUST be able to multi-task in a fast paced environment. Saturday availability REQUIRED. You will be responsible for helping customers by providing product and service ...
-
Food Service Associate, LTC
5 days ago
SSM Health Wisconsin, United States Part timeIt's more than a career, it's a calling. · WI-St Francis Home Worker Type: · Regular Job Summary: · Performs duties relative to the preparation, portioning, serving and distribution of meals within the cafeteria and to patient units. Ensures safe food handling and sanitation ...
-
Associate Field Service Engineer
3 weeks ago
Danaher Corporation Madison, United StatesWondering what's within Beckman Coulter Diagnostics? Take a closer look. · At first glance, you'll see that for more than 80 years we have been dedicated to advancing and optimizing the laboratory to move science and healthcare forward. Join a team where you can be heard, be sup ...
-
PT Customer Service Associate
3 weeks ago
Hannaford Supermarkets China, United StatesAddress: USA-ME-China-33 Hannaford Drive Store Code: Store 08287 Customer Service · Hannaford Supermarkets started out as a fresh produce vendor in Portland, Maine way back in 1883, and is still connected to those early roots as a local market. Hannaford actively seeks out farme ...
-
Customer Service/Warehouse Associate
1 day ago
Reinders Madison, United StatesNumber of hires for this role 1 **Qualifications** · + High school or equivalent (Preferred) · + Driver's License (Preferred) · **BenefitsPulled from the full job description** · Paid training Disability insurance Health insurance Dental insurance 401(k) Flexible spending acc ...
-
Optical Customer Service Associate
2 weeks ago
Midline Vision Group LLC Madison, United StatesJob Description · Job DescriptionIn the eye care industry, an Optical Customer Service Associate is commonly known as an Optometric Technician or Optician. They assist the optometrists with several aspects of patient care and perform an essential sales function within the company ...
-
Loss Prevention Customer Service Associate
2 weeks ago
T.J. Maxx Madison, United StatesT.J. Maxx - 676 S Whitney Way S-101 Whitney Square 53711 [Asset Protection / Security] As a Loss Prevention Associate at T.J. Maxx, you'll: Provide courteous and knowledgeable service to internal and external customers; Engage customers, providing support and creating a positive ...
-
High Net Worth Service Associate
3 weeks ago
Fidelity TalentSource LLC Madison, United States· Job Description: · To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: · Mequon, Milwaukee · High Net Worth Representative\u00A0 · We have an excit ...
-
Environmental Services Associate, Floor Care
4 weeks ago
SSM Health Madison, United StatesSSM Health West Beltline Highway [Sanitation Worker] As an Environmental Services Associate at SSM Health, you'll: Clean patient rooms, offices, classrooms, work areas and public areas as assigned and according to proper processes; Handle all laundry items by sorting and placing ...
-
Joints In Motion Medical Llc Madison, United StatesAre you interested in a position that offers autonomy and flexible scheduling? Do you thrive on the gratification derived from assisting patients in reaching their lifestyle goals following injury or surgery? Do you have or want to develop the skills and expertise to make a diffe ...
-
Client Services Associate
3 weeks ago
Premier Path Wealth Partners Madison, United StatesAbout the job · The Client Service Associate (CSA) is a client-facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of a Premier Path Wealth Partners client. When needed, the CSA wil ...
-
donor services associate
3 weeks ago
InterVarsity Christian Fellowship Madison, WI , USA, United StatesDonor Services Associate · Work Location: · Madison, WI - National Office · Schedule: · Part time · To advance the purpose of InterVarsity, this position will work on a highly interdependent team environment to administer prompt and accurate processing of donations; providing fir ...
-
Customer Service Associate
4 weeks ago
The QTI Group Madison, United States**LOCATION:** Madison, WI **Summary:** If you possess excellent written and verbal communication skills and are detail-oriented, this may be your next career opportunity The QTI Group is assisting our client, a designer and manufacturer of fixtures, in recruiting to hire a **Cust ...
-
Loss Prevention Customer Service Associate II
21 hours ago
Marshalls Madison, United StatesMarshalls Zeier Road 53704 [Retail Associate / Team Member] As a Customer Service Associate at Marshalls, you'll: Role model established customer experience practices with internal and external customers; Support and embody a positive store culture through honesty, integrity, and ...
-
Customer Service Associate
3 weeks ago
Wisconsin Auto Title Loans Madison, United StatesJob Scope: · Start your career in the consumer finance industry with an industry leader. We give you the skills and experience needed to begin a solid professional career in the Title, Payday and Signature Loan industry. · The role of Customer Service Representative is the firs ...
Client Service Associate - Madison, United States - The QTI Group
Description
SummaryThe 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
In this newly created role, the CSA will work directly with a talented and experienced Client Service Team to provide support to 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:
