Responsibilities
- Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.
- Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.
- Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.
- Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.
- Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.
- Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.
Requirements
- Bachelor’s Degree with 1+ years relevant experience (including internships).
- Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.
- Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology.
- Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.
- Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.
Nice to Have
- Salesforce experience
Benefits
- annual cash bonus
- comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k)
Work Arrangement
Hybrid