Client Service Associate and Admin

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

We are looking for a Client Service Associate & Admin in Charlotte, NC to support the office advisors and their clients, while also performing general administrative tasks as needed.

• Assist Client Service Specialists (CSS) by corresponding with clients (electronically and verbally), with opening new accounts, processing money movements such as check requests, internal journals, and ACH transfers, liaise with custodians, accountants, and other professionals, etc.
• Responsible for the accuracy and timeliness of work, including documenting, completing, and tracking completion of client related tasks and properly updating system software with client and other related information.
• Assist CSS in preparation for client/prospect meetings. This includes putting together folders with agreements, agendas, reports, and any other documents the Advisor may need for their meeting.
• Organize, scan, and maintain client paperwork.
• Support Office Administration in greeting clients and visitors, screening and transferring calls.
• Cover tasks and responsibilities for other CSS/CSA when they are out of the office.
• Multi-task, organize and complete all other projects as assigned by management, prioritize projects, client needs and office procedures.
• Screen and direct all inbound phone calls and take messages as needed; greet and accommodate guests
• Manage all tasks related pertaining to the office environment including tracking/ordering supplies, organizing company documents and maintaining office appearance
• Assist with planning and coordination of client events
• Consistently maintain a high standard of customer service.
• Preserve client confidentiality.

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values:

• Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
• Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
• Trusted Relationships – supportive and authentic with mutual respect for colleagues

• Associate’s Degree, at a minimum
• Entry level limited finance industry experience
• General finance and custodian knowledge
• Strong sense of professionalism and discretion required

• Proven analytical and problem-solving skills
• Working knowledge of planning strategies and solutions
• Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
• Excellent written and verbal communication skills
• Actively engages as a team member
• Adaptability and flexibility
• Client first attitude
• Competitive based salary
• Performance based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, and more
• Generous PTO and leave policies
• Opportunities for professional growth and continuing education
• Salary Range: $55,
• Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role

Modera Wealth Management, LLC provides equal employment opportunities to all employees and…