What are the responsibilities and job description for the Client Service Associate position at Athanassie Capital Partners?
Client Service Associate – Financial Planning Team
Job Description :
We are seeking a Client Service Associate to join our dynamic three-person Financial Planning team. In this role, you will be responsible for fostering and maintaining strong relationships with clients through both written and verbal communication.
Key Responsibilities :
- Client Onboarding : Prepare and process new account paperwork, facilitate account transfers, deposit client checks, and notify relevant team members.
- CRM Management : Regularly update and manage client data using a Client Relationship Management (CRM) tool, such as AdvisorEngine / Junxure, or similar platforms.
- Portfolio Reporting : Generate and review client portfolio performance reports, preparing materials for client meetings (e.g., Black Diamond).
- Client Inquiries : Respond promptly to client inquiries, addressing and resolving any service-related needs.
- Transactions & Requests : Process and follow-up on client requests, including withdrawals, deposits, journal entries, address changes, and beneficiary updates.
- Securities Trades & Transfers : Execute securities trades and wire transfer orders with custodians (e.g., Charles Schwab), as directed by the investment team.
- RMD Tracking : Monitor and process IRA Required Minimum Distributions (RMDs).
- Scheduling & Coordination : Assist with client scheduling and meeting arrangements.
- Additional Duties : Perform other tasks as assigned.
The Ideal Candidate Will :
Position Details :
Preferred Qualifications :
Location : In-office position.
Salary : $60,000