What are the responsibilities and job description for the Client Service Associate position at Berry Wealth Services, LP?
About us
Berry Wealth Services Group is a Registered Investment Advisory firm through the Securities Exchange Commission located in Granbury, TX. We are professional, fast-paced and rewarding. Our main goal is to assist our clients in making work optional during retirement.
Our work environment includes:
- Modern office setting
- On-the-job training
- Growth opportunities
The Client Service Associate at Berry Wealth Services Group is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit across our firm and clients.
The key role of this position is to engage and support the overall success of our Advisory and Client Services teams. The Client Service Associate focuses on supporting basic client support requests, and project managing assignments. This individual enjoys and excels at supporting the client service and advisory teams’ day to day tasks and projects.
This position requires a pro-active approach and an ability to independently carry out the duties of the position. The ideal candidate will exhibit high standards, excellent communication skills, good judgment, and an ability to take initiative, and prioritize daily tasks. The ability to effectively manage time and multi-task with attention to detail is critical to this role. The Client Service Associate must be confident about decision-making under uncertainty and under extreme time pressure.
ESSENTIAL RESPONSIBILITIES
Client and Firm Engagement
- Provides administrative support as needed: answers calls, manages contacts, manages schedules, correspondence, produces reports, and creates presentation materials.
- Maintains and retains office files consistent with firm/professional policies and requirements.
- Assists with marketing and client events as requested including newsletters, blog, social, website, communications, office events, etc.
- Conducts other administrative related tasks and projects as needed.
- Sends paperwork to clients using the electronic signature system while adhering to the Custodian’s compliance rules pertaining to electronic signatures.
- Quality check and submit custodial items for processing.
- Focused Specialty on single area such as client service, marketing, or Financial Planning functions.
Advisory
- Engage and support weekly Client Prep meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings.
- Support client onboarding requirements for financial planning and investment management applications.
- Prepare and produce back-office support demands for complex client account requests.
- Support back-office initiatives and/or core projects that support Advisory teams.
- Gather and prepare necessary information for advisory meetings with clients.
EDUCATION, SKILLS & EXPERIENCE:
- Bachelor’s degree preferred in Finance, Business, Accounting, Economics, or related field a plus but not required.
- 2 years’ experience with a Broker Dealer, Advisory Office, Registered Investment Advisor (RIA) office, or accounting firm highly preferred.
- Proficiency in Microsoft Office Suite and Portfolio management software preferred.
- Direct experience custodial platforms: Schwab, Fidelity, Edward Jones, TD Ameritrade etc. a plus.
- Notary certification a plus, or willingness to become a Notary.
Licenses/Certifications:
- SIE - required provided that an exemption or grandfathering cannot be applied.
- Series 65 and/or 66 as required by state or willing to obtain within 12 months
Skills and Knowledge:
- Excellent communication skills (verbal, written and listening).
- General tech stack proficiency (Zoom, E-Signature, etc.).
- Demonstrates personal integrity, honesty and can deal with confidential information daily.
- Ability to handle stress in an ever-changing investment market.
- Excellent time management and strong organizational skills.
- Ability to prioritize multiple tasks and anticipate potential problems.
- Salary will be based on experience and education.
Job Type: Full-time
Pay: $55,649.00 - $59,319.00 per year
Benefits:
- 401(k)
- 401(k) 4% Match
- Paid time off
- Professional development assistance
- Volunteer time off
Compensation Package:
- Bonus opportunities
Schedule:
- Monday to Friday
- No weekends
Education:
- Bachelor's (Preferred)
Experience:
- Customer service: 2 years (Preferred)
Work Location: In person
Salary : $55,649 - $59,319