What are the responsibilities and job description for the Client Service Associate position at The Colony Group?
Focus Partners Wealth seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. The Client Service Associate provides a high level and broad range of technical and client management support to a financial counseling team and assists in managing all aspects of a client relationship.
Primary responsibilities for this position include :
- Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the company's custodians and initiating proactive follow-through on such action points;
- Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets;
- Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas;
- Drafting and processing correspondence to clients and communicating with clients by telephone and email;
- Assisting with the income tax return preparation process, e.g., scanning data, sending copies of returns to clients, etc. (location specific);
- Interacting with spreadsheet-driven reports for the wealth management team and the company's clients; and
- Maintaining electronic and physical records and files in an orderly fashion and updating client information into the company's databases;
- Prepare, generate, and deliver quarterly reports and assist with billing;
- Responsible for the daily cash and position reconciliations of clients' accounts, and the investigation and resolution of any resulting exception items;
- Retirement Plan Consulting Quarterly Reports;
- Assist people in the office with DocuSign letters
Qualifications :
Focus Partners Wealth is a leading partnership of fiduciary wealthmanagement and related financial services firms. Focus provides access to bestpractices, greater resources, and continuity planning for its affiliatedadvisory firms, which serve individuals, families, employers, and institutionswith comprehensive financial services. Focus firms and their clients benefitfrom the solutions, synergies, scale, economics, and best practices offered byFocus to achieve their business objectives. For more information about Focus,please visit www.focusfinancialpartners.com.
The annualized base pay range for this role is expected to be between $70,000 - $78,000. Actualbase pay could vary based on factors including but not limited to experience,subject matter expertise, geographic location where work will be performed andthe applicant's skill set. The base payis just one component of the total compensation package for employees. Other reward may include an annual cash bonusand a comprehensive benefits package
Salary : $70,000 - $78,000
