What are the responsibilities and job description for the Client Service Associate position at Homrich Berg?
Description
Homrich Berg (HB) seeks a Client Service Operations Specialist to become a member of our Client Service Operations team. This position serves as critical support liaison between HB wealth managers, clients, and the rest of our internal Operations team. Responsibilities will include, but not be limited to:
Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.
Benefits
Homrich Berg (HB) seeks a Client Service Operations Specialist to become a member of our Client Service Operations team. This position serves as critical support liaison between HB wealth managers, clients, and the rest of our internal Operations team. Responsibilities will include, but not be limited to:
- Proactively resolve client inquiries, including significant direct client contact
- Assist advisors with client meeting preparation and meeting follow-up
- Prepare and Process investment account applications, account transfers, money movement authorizations, alternative investment subscriptions, etc.
- Prepare customized client reports
- Input and maintain client information within internal and custodian systems, as well as alternative asset databases
- Track outstanding client asset transfers and purchases/redemptions of alternative assets
- Organize and track activities / action items
- Other duties as assigned
- Bachelors degree preferred; business related field preferred
- Proficiency in Excel required
- Excellent written and verbal communication skill
- Excellent attention to detail
- 3-5 years of operations experience in the financial services industry preferred but not required
- Must be able to work independently as well as collaboratively within a team
Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.
Benefits
- 17 days annual PTO 11 annual holidays observed
- 401k match
- 1st day eligible benefits offering; medical, dental, vision, telemed, disability,
- Paid Maternity/Paternity leave
- Fun and welcoming office environment with monthly and quarterly events
- Ability to work remotely 20%
- Cell phone stipend
- Paid parking/commuter stipend
- Salary range 65-75k
