Client Service Associate; reside in NY state

We are a growing, independent Registered Investment Advisor (RIA) dedicated to delivering a premier wealth management experience. While our advisors focus on financial planning and client relationships, our operational infrastructure is the engine that makes it all possible. We believe exceptional client service extends beyond conversations with advisors. It requires efficient systems, accurate execution, and a team committed to delivering a seamless experience from start to finish.

• Client Service & Advisor Support:
  Serve as a primary point of contact for day-to-day client service requests, support advisors with account administration and follow-up, and help deliver a seamless client experience through timely communication and accurate execution
• Account Management:
  Process new account openings, transfers, money movement, distributions, beneficiary updates, account maintenance, and other custodial paperwork while ensuring accuracy and timely completion
• Operations & Workflow Management:
  Manage operational workflows through Hubly, monitor outstanding tasks, document procedures, and identify opportunities to improve efficiency as the firm continues to grow
• Custodian & Vendor Relationships:
  Coordinate with custodians and third‑party partners, including Schwab, TIAA, Geo Wealth, New York's 529 College Savings Program, and other vendors to resolve account issues, support implementations, and maintain smooth day‑to‑day operations
• Billing & Systems:
  Support quarterly billing and reporting within Geo Wealth by auditing fee schedules, resolving discrepancies, and identifying opportunities to improve operational efficiency
• Process Improvement & Quality Control:
  Help strengthen the firm's operational infrastructure by maintaining accurate records, ensuring consistency across processes, supporting technology initiatives, and contributing ideas that improve the client and advisor experience
• Other Responsibilities:
  
  Perform other duties, responsibilities, and special projects as assigned to support the evolving needs of the firm

• Bachelor’s degree highly preferred, or equivalent work experience
• Minimum of 2-4 years of client service or operations experience with an RIA environment
• Strong familiarity with Schwab Advisor Center is required. Experience with TIAA, 529 plans, or Fidelity Wealthscape is a major plus
• Proficient with Wealthbox (or similar CRM), Geo Wealth, Microsoft Office, and other financial technology platforms, including workflows
• Excellent organizational, communication, and time management skills with exceptional attention to detail
• Enjoy improving processes, building efficient systems, and taking ownership of your work in a collaborative, remote environment

• Bonus opportunity
• 401(k) retirement plan with company match
• Paid time off and paid holidays Company Benefits/Perks
  • Fully remote work environment with significant ownership and opportunities to improve firm operations
  • Please note:
    
    We do not currently offer employer-sponsored health insurance