Demo

Client Service Associate

BCI - Brokerage Consultants Inc
Irving, TX Full Time
POSTED ON 2/13/2025
AVAILABLE BEFORE 5/11/2025

Established RIA is searching for a motivated individual to collaborate closely with clients while providing essential support to their advisory team.

Responsibilities :

Facilitate the onboarding process for new clients and accounts, including the completion of client questionnaires

Onboard accounts using Schwab, QCDs, SLOAs (initiate move money requests), and monitor monthly client draws

Maintain banking relationship, collateral releases, client interest payments, and QB entries in client files

Craft personalized client outreach materials

Coordinate quarterly conference agendas and client meetings

Track Advisors' time, business miles, professional CPE hours

Monitor emails

Prepare quarterly data for Advisor's portfolio analysis (BPC)

Assist in preparing client Investment Portfolio Reports

Handle invoicing and fee withdrawals, FCA monthly billing, WMA quarterly billing

Keep track of Annual Material Change Notice mailings as well as ADV requests

Requirements :

Bachelor's degree, preferably in business, finance, economics, etc.

Proficiency in Microsoft Office 365 (Microsoft Word, Excel, PowerPoint, and Teams)

Experience with the following : QuickBooks, Quicken, Juncture, Orion, eMoney,, AdvisorEngine, and / or Adobe

Resourceful; team player; multi-tasker; organized; self-starter; process-oriented; strong grammar and written as well as oral communication skills

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