Wealth Client Service Associate

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

• Develop and maintain strong relationships with clients, advisors, and other team members across the firm.
• Full awareness of assigned client base - who they are, any special needs they might have, ongoing tasks for each client relationship, etc.
• Serve as the primary owner of client requests-engaging directly with clients to fully understand needs; coordinating execution across internal and external partners; tracking progress through completion; and proactively communicating status updates and outcomes to all appropriate parties.
• Communicate effectively with advisors and internal teams regarding open tasks, client needs, etc., in order to ensure we are meeting clients' expectations and delivering exceptional service.
• Serve as the subject matter expert on client account activity. Monitor for issues and elevate accordingly.
• Partner with custodians and internal service teams to resolve operational issues efficiently, ensuring minimal client impact and timely communication throughout resolution.
• Maintain understanding of investment approach and how it intersects between the client process and experience.
• Own the accuracy and completeness of client data in the CRM for the assigned client base.

• Bachelor's degree
• 4 years of directly related industry experience (preferred); experience in financial planning and/or the securities industry
• Excellent interpersonal and communication skills, with the ability to build rapport with clients.
• Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
• Robust multi-tasking with ability to work with frequent interruptions required
• Preferred experience with Salesforce, Orion, eMoney, Hub Spot and Schwab
• Advanced knowledge of Excel
• Proficiency with Microsoft Office
• Strong written and verbal communication skills
• Numerical accuracy, exceptional attention to detail and time management.
• Strong ethics and integrity, with a commitment to maintaining client confidentiality.