What are the responsibilities and job description for the Client Service Associate position at Modera Wealth Management?

About Modera Wealth Management :

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.

We are seeking individuals who embody Modera's core values :

Confident Humility - a quintessential team player, willing to do whatever it takes to get a job done, with pragmatic optimism
Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
Trusted Relationships - Supportive and authentic with mutual respect for colleagues

In addition, the ideal candidate :

Shares our commitment to diversity and an inclusive working environment

Is extremely organized with excellent attention to detail

Is capable of prioritizing and managing multiple tasks concurrently

Thrives in an environment focused on creative problem solving

Is an engaging and charismatic communicator

Has a passion for excellent service

Is a self-starter

Job responsibilities include but are not limited to :

Primarily assist Client Service Specialists (CSS) :

Communicate with clients, both verbally and electronically

Correspond with custodians, accountants, and other professionals

Open new accounts and transfer assets

Process money movements (including check requests, internal journals, ACH transfers, and wires)

Prepare for client / prospect meetings. This includes putting together folders with agreements, agendas, reports, and any other meeting documents the Advisor may need

Organize, scan, and maintain client paperwork

Support Office Administration, including, but not limited to :

Greet and accommodate clients and other visitors

Screen and transfer calls

Book appointments and prevent calendar conflicts

Scan, file, and document incoming mail. Prepare out-bound mailings.

Responsible for the accuracy and timeliness of work, including documenting, completing, and tracking completion of client related tasks and properly updating system software with client and other related information.

Multi-task, organize and complete all other projects as assigned by management, prioritize projects, client needs and office procedures.

Consistently maintain a high standard of customer service.

Preserve client confidentiality.

Qualifications for this position :

Entry level limited finance industry experience

General finance and custodian knowledge

Proficiency with Word, Excel, and Outlook

Excellent written and verbal communication skills

Highly professional team player, able to work well with all levels of the firm, as well as with clients

Adaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods to meet tight deadlines

Must be organized, meticulous, dependable, adaptable, detailed and service-oriented and able to multitask

Personable, warm, engaging; Client first attitude; Supports a team environment

Strong sense of professionalism and discretion required

Occasional travel may be required

What we offer :

Compensation Range : $60,000 - $75,000 annually, non-exempt bonus

The posted salary range of this role reflects various factors, including location, experience, and job-related skills

Performance-based bonus

Safe Harbor 401(k) plan

Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance

Paid vacation

Opportunities for professional growth and continuing education

Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.

No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.

Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

For additional information about Modera, including its registration status, fees, and services and / or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm's business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.

Salary : $60,000 - $75,000

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