Client Service Associate - The Colony Group : Job Details

Seeking the extraordinaryTM! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.Join The Colony Group in making your everyday extraordinary!The Colony Group seeks a motivated and qualified individual for the position of Client Service Associate. The Client Service Associate is an integralmember of the Strategy Advisor team, helping to advance The Colony Group's commitment to providingan exceptional experience for every client. The Client Service Associate provides accountsupport services, including onboarding, account maintenance, distributions, andportfolio accounting and reporting. Primary responsibilities for this position include:Client Onboarding

• Collaborate with Strategy Advisors to onboard new clients.

• Prepare new account forms (digital and paper) needed to establish new accounts.
• Process account transfers including monitoring and following up on progress.
• Prepare reports that summarize account transfers in process.
• Add new clients to Salesforce CRM. Ensure that all data is complete and accurate.
• Establish reporting groups and full set up in portfolio management system.
• Create client file folder system and ensure that all documents are properly scanned and filed. Establish client portal access.

Client AccountMaintenance and Reporting

• Collaborate with Strategy Advisors to process account registration changes and other account feature updates.
• Review custodial alerts and distribute tasks to the team for follow up.
• Establish and maintain accurate client reporting groups.

Client ExperienceSupport

• Assist clients with basic account issues.
• Schedule client meetings.
• Support Front Desk Associate with standard coverage needs directed by Human Capital.

Qualifications:

• Bachelor's degree required.
• Strong attention to detail, communication, problem-solving, and analytical skills.
• Ability to multi-task under pressure, work independently, and work in a team environment.
• Proficiency in Microsoft Suite.
• Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred.
• Excellent written and verbal communication skills.
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.

*This is a Non-exempt $65kTCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work | An InvestmentNews professional award (bestplacesforadvisers.com)!