Client Services Associate

Client Services Associate

Reports to: Director of Client Services

Job Summary: The Client Services Associate is responsible for providing exceptional service to clients and for being a liaison between our clients and our financial custodians. The Associate also assists portfolio managers with meeting preparation and client follow-ups. This position is process and detail oriented. The Associate should be confident, self-motivated, tech savvy, and possess excellent written and verbal communication skills.The Client Service Associate is responsible for understanding firm policies, procedures, and digital capabilities that will allow them to interact with the TPG team, as well as, prospective and existing clients.

Job Description:

· Prepare client and prospect account paperwork

· Field, fulfill and document client requests and queries

· Execute daily operations routines for custodial, trading and reporting system maintenance

· Help maintain key client databases and master files documentation

· Assist portfolio managers with scheduling and meeting preparation and follow-ups

· Assist with audits to meet compliance requirement

· Work professionally, independently and with a positive attitude

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

· High School Diploma/Equivalency; College degree preferred

· Client or customer service experience is required

· Financial Service industry experience is required

· Series 65 certification or the willingness to obtain a Series 65

Knowledge/Skills

· Team player with the ability to collaborate with others

· Exceptional interpersonal skills and the ability to work in a fast-paced, evolving environment

· Proficient with Microsoft Office Suite

· Familiarity with Orion, Salesforce, Schwab and Pershing is helpful

· Ability to prioritize, detail orientation and superior organizational skills

· Intellectually curious and growth minded

Work Perks:

· 90% Employer Paid Covered Health Insurance

· Up to 18 days PTO (based on hours work)

· Paid Holidays (7 days)

· 401K with 3% safe harbor

· Dedicated Parking Space

· Membership to Common House with co-working space, gym, pool, and coffee bar.

· Snack Drawer and seasonal organic fruits and vegetables

· Growth tracks with educational opportunities available

· Health and Leadership Coaching

· Quarterly Fun Days with Team

Job Type: Full-time

Pay: $55,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• What is your knowledge with basic investment account types and taxability?

Experience:

• Financial services: 3 years (Required)

Work Location: In person

Salary : $55,000 - $90,000