What are the responsibilities and job description for the Wealth Management Client Service Associate position at DSG CAPITAL ADVISORS, LLC?

Job Description

We are a fast-growing Registered Investment Advisory (RIA) firm that has very high client service standards. We focus on efficient and accurate execution of projects and tasks. If you are looking for a small company where your hard work can make a difference, this may the perfect opportunity for you.

Primary Job Functions :

Timely and accurately perform money movement activities including deposits, withdrawals, wires, ACH, RMDs, etc.
Perform new account openings
Maintain existing accounts
Maintain CRM database and client files (copies and data input)
Ensure client data accuracy and proper flow from custodian and performance management system
Communicate with clients, coordinate completion of tasks with clients, team and document in CRM

You currently possess :

A strong desire to follow processes and help improve them.

In depth industry experience on types of accounts, assets, custodial platforms and CRM programs with the ability and desire to accurately manage information flows across systems.

A minimum of 4 years working in an RIA in the areas of money movement and account opening

4-year college degree

Well-developed interpersonal, verbal and written communication skills

Strong attention to detail, planning, problem-solving and organizational skills

An ability to work with deadlines, be flexible under pressure, and prioritize work

We provide :

This is a full-time in office position

Compensation Range of $65,000 - $85,000 depending on experience / qualifications

Performance based bonus program

Generous benefits package

401(k) plan

Salary : $65,000 - $85,000

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What are the responsibilities and job description for the Wealth Management Client Service Associate position at DSG CAPITAL ADVISORS, LLC?

What is the career path for a Wealth Management Client Service Associate?

Job openings at DSG CAPITAL ADVISORS, LLC

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