Client Services Associate - Innovations PSI : Job Details

Our client is seeking a full-time Client Service Associate. This role focuses on back-office administrative tasks with some direct client interaction via email and calls.

Responsibilities:

• Manage client service requests, including account maintenance, ACH transfers, and ACAT processing.
• Support ~200 clients by assisting with paperwork, document submissions, and routine inquiries.
• Collaborate with client service teams to prepare for client meetings and handle service requests with custodians (e.g., Schwab, Fidelity).
• Assist with opening/reregistering accounts, stock option exercises, processing RMDs, and managing asset transfers.
• Contribute to quarter-end client reporting, producing and reviewing client reports.

Qualifications:

• 3+ years of experience in wealth management, brokerage, or investment advisory.
• Bachelor's degree strongly preferred.
• Familiarity with custodians such as Schwab, Fidelity, and Pershing.
• Experience with Orion Advisor Technology is a plus.
• Strong organizational skills, attention to detail, and ability to manage priorities independently.
• Excellent communication skills, both verbal and written, with a professional demeanor.

Salary: $80,000 - $90,000

Please submit your resume for additional details and a full job description.