Client Services Associate - Veridian Capital Partners : Job Details

Veridian Capital Partners' mission is to provide holistic solutions to manage and grow wealth. We believe that each of our clients values our high touch wealth management services that are tailored to meet their specific needs. We provide a trusted advisor platform with an established approach to investment and insurance management.

The Client Service Associate provides primary support to the wealth management group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of client operations including opening new accounts and account maintenance. The Client Service Associate must be detail oriented and ability to prioritize various projects and take initiative on tasks.

Responsibilities

· Maintains various aspects of client accounts including opening new accounts, processing and submitting applications, and initiation and filing of client Investment Consulting Agreement.

· Maintains client hard copy and electronic files.

· Handles alerts and action items from various platforms.

· Masters custodial, portfolio management, and customer relationship management software and platforms.

· Supports Financial Advisor by preparing client meeting materials, correspondence and commentary, client proposals, presentations, and spreadsheets.

· Performs various clerical duties including copying, printing, assembling and binding of material for special projects as needed.

· Assists with seminars through preparation and maintenance of invitee and attendee list, preparation and mailing of invitations and maintenance of responses, and vendor relations concerning orders and logistics.

· Maintains information in the firm contact management system.

· Assists with formulation of policies and procedures in regard to opening accounts, maintenance of client files, monthly preparation of information for client billing and other operational functions performed on a regular basis.

· Performs various administrative functions; answering and directing incoming telephone calls, opening, dating and sorting of incoming mail, preparation of outgoing US mail, courier or delivery service packages, ordering of supplies, and equipment maintenance.

· Completing all logs for compliance purposes.

· Assist with the execution of occasional firm events and functions, as needed, which may include offsite and beyond normal business hours

Qualifications

· Bachelor's Degree

· 2+ years of experience in financial services industry

· Familiarity with financial services software such as Morningstar, RedTail, etc.

· Excellent verbal and written communication skills

· Ability to be flexible, adaptable, and move with change

Benefits

· 401(k) Plan

· Health / Dental / Vision Plan