Job Detail

Description

Established Metrowest Registered Investment Advisory firm seeks Client Service Manager to support the onboarding and servicing operations of new and existing clients. The ideal candidate must be detail-oriented, have excellent communication skills, and posses a keen sense of prioritization, organization, and urgency. Industry experience is required.

Specific duties include but are not limited to:

• Serve as the first point of contact for client requests
• Respond to and manage client inquiries regarding their account(s) with factual information. Troubleshoot and research any account issues that arise
• Communicate with clients at a high level in a clear, courteous and responsive manner through email, phone and mail
• Input prospect, client, and account information into the firm’s CRM accurately by following the firm’s established procedures
• Prepare and review account paperwork to determine accuracy and completeness
• Process new account forms, confirming information entered at the custodial level matches information stored in firm’s CRM
• Maintain contact with clients and custodians to ensure that all accounts have been opened and transfers have been completed
• Assist clients in rolling over funds from qualified retirement plans, including initiating contact with the plan sponsor/administrator, aiding in paperwork questions, and following up with client once funds are received
• Accurately prepare, on a timely basis, client account summary packets for upcoming WM/client meetings
• Establish follow ups on activities as necessary and act promptly on these and any other assigned follow up items
• Ensure all applicable clients satisfy their required minimum distributions from qualified retirement plans
• Manage the day-to-day and cycle workflow for Wealth Manager’s clients
• Maintain and manage client appointments in calendar for Wealth Manager/Financial Advisor
• Provide recommendations for process improvements
• Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual
• Respond to the Chief Compliance Officer and other compliance personnel as required/requested for completion of various compliance tasks.
• Perform special projects as needed

Skills

• High degree of accuracy and attention to detail, with strong problem solving skills
• Dedicated team player with strong follow up and communication skills
• Ability to organize, multitask, and prioritize in a deadline driven environment
• Ability to use information from different sources and synthesize that information to accomplish tasks

Education, Training & Experience

• Bachelors degree in accounting, finance, economics, or related field is preferred but not required
• Past industry experience is preferred but not required
• Knowledge of Salesforce Financial Services Cloud or Orion Advisor Services is preferred by not required

Job Type: Full-time

Pay: From $63,453.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay

Work Location: One location