Client Service Associate
: Job Details :

Established RIA is searching for a motivated individual to collaborate closely with clients while providing essential support to their advisory team.Responsibilities:Facilitate the onboarding process for new clients and accounts, including the completion of client questionnairesOnboard accounts using Schwab, QCDs, SLOAs (initiate move money requests), and monitor monthly client drawsMaintain banking relationship, collateral releases, client interest payments, and QB entries in client filesCraft personalized client outreach materialsCoordinate quarterly conference agendas and client meetingsTrack Advisors' time, business miles, professional CPE hoursMonitor emailsPrepare quarterly data for Advisor's portfolio analysis (BPC)Assist in preparing client Investment Portfolio ReportsHandle invoicing and fee withdrawals, FCA monthly billing, WMA quarterly billingKeep track of Annual Material Change Notice mailings as well as ADV requestsRequirements:Bachelor's degree, preferably in business, finance, economics, etc.Proficiency in Microsoft Office 365 (Microsoft Word, Excel, PowerPoint, and Teams)Experience with the following: QuickBooks, Quicken, Juncture, Orion, eMoney,, AdvisorEngine, and/or AdobeResourceful; team player; multi-tasker; organized; self-starter; process-oriented; strong grammar and written as well as oral communication skills