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Operations/Client Services Associate - $75K-$85K, Richmond, VA
$101k-130k (estimate)
Full Time
2 Weeks Ago
Beacon Hill is Hiring an Operations/Client Services Associate - $75K-$85K, Richmond, VA Near Richmond, VA
To Apply for this Job Click Here
Our client, a boutique wealth management firm in Richmond, VA, has a need for a permanent Operations & Client Services Associate to join their team!
About the Job:
Our client, a boutique wealth management firm in Richmond, VA, has a need for a permanent Operations & Client Services Associate to join their team!
About the Job:
- Coordinate and execute money movement through tasks such as wire transfers, journals, and ACH payments, utilizing Schwab Advisor Center.
- Process new account openings, as well as update contact information and beneficiaries.
- Correspond with clients to ensure all necessary paperwork is completed.
- Maintain the office's digital/electronic filing system.
- Provide additional support with other client and operations related tasks.
About You:- 2 years of client services experience is required.
- A bachelor's degree in a related field is preferred.
- Experience with Schwab Advisor Center (SAC) is required!
- Reliable self-starter with engaging customer service skills and high attention to detail.
About the Position:- $75K-$85K, DOE
- 100% on=site in Richmond, VA (schedule flexibility after your first year).
- Office hours are 8am-5pm.
- Lunch is ordered/provided daily!
- Dog-friendly office.
A1387000DC-Perm_1722633476
To Apply for this Job Click Here
Job Summary
JOB TYPE
Full Time
SALARY
$101k-130k (estimate)
POST DATE
08/21/2024
EXPIRATION DATE
09/08/2024
WEBSITE
beaconhillstaffing.com
HEADQUARTERS
BOSTON, MA
SIZE
200 - 500
FOUNDED
2000
TYPE
Private
CEO
ANDREW WANG
REVENUE
$50M - $200M
INDUSTRY
Business Services
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About Beacon Hill
Beacon Hill is a Massachusetts-based management consulting firm that provides staffing, recruitment and related services for businesses.
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