What are the responsibilities and job description for the Client Experience Associate position at Transcend Practice Management?
Location: Northville, MI
Compensation: $65,000 - $80,000
We are a multi-generational wealth management family team that blends experience and innovation. We believe generating and managing wealth comes with unique complexities. We are building a team with people who share our vision and want to add value to our clients.
Our culture is built upon unwavering integrity, positivity, and a sincere appreciation of shared success, both in how we serve our clients and how we work together as a team. We have been recognized as Forbes Best in State Wealth Advisors 2023!
Sound appealing? We are excited to have an opportunity to welcome a Client Experience Associate to our team who will support our firms lead advisors. We would like you to think of how we can do things better, make an impact, and continue to grow.
The attributes that we are looking for in a teammate include:
As a Client Experience Associate, you can expect to:
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!
Compensation: $65,000 - $80,000
We are a multi-generational wealth management family team that blends experience and innovation. We believe generating and managing wealth comes with unique complexities. We are building a team with people who share our vision and want to add value to our clients.
Our culture is built upon unwavering integrity, positivity, and a sincere appreciation of shared success, both in how we serve our clients and how we work together as a team. We have been recognized as Forbes Best in State Wealth Advisors 2023!
Sound appealing? We are excited to have an opportunity to welcome a Client Experience Associate to our team who will support our firms lead advisors. We would like you to think of how we can do things better, make an impact, and continue to grow.
The attributes that we are looking for in a teammate include:
- Ability to self-start, take initiative, and be proactive
- Energy and enthusiasm with forward thinking
- Client first attitude with a commitment to exceeding client expectations
- Flexibility and openness to step in and do whatever is needed to support the team
- Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
- Ability to anticipate the needs of the clients and team
- Strong organization skills with self-directed time management and prioritization capabilities
- Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
- Poise and maturity, especially in stressful situations
- Exhibit critical listening skills while taking detailed notes
As a Client Experience Associate, you can expect to:
- Provide comprehensive administrative support to the advisory team, including managing schedules, answering calls, and preparing reports and presentations.
- Maintain and organize office files in accordance with firm policies and regulatory requirements, ensuring documents are easily accessible and up to date.
- Send client paperwork through the electronic signature system, adhering to the custodian's compliance rules, and follow up to ensure timely completion.
- Conduct quality checks on custodial paperwork before submission and manage the processing of forms, transfers, and account maintenance tasks.
- Support the client onboarding process by coordinating financial planning and investment management applications and ensuring a seamless transition for new clients.
- Assist with complex client account requests by gathering relevant data, preparing documentation, and providing back-office support for the advisory team.
- Provide administrative support for compliance by conducting tests, maintaining compliance records, and assisting with regulatory projects to ensure adherence to policies.
- Coordinate ongoing client meetings by managing scheduling, preparing necessary documentation, and ensuring financial advisors have all required materials and data to conduct effective and efficient client meetings.
- Mentor junior client service team members, offering guidance on administrative processes and best practices within specialized areas such as compliance, HR, or financial planning.
- College degree preferred
- Minimum of two years of experience in the financial services industry is required with demonstrated job stability
- Minimum of two years of experience in a client-facing role required
- Excellent communication and relationship management skills
- Technology forward with strong computer desktop skills required (knowledge of RedTail and Orion a plus)
- Demonstrated experience supporting financial advisors, handling complex client account requests, and coordinating onboarding processes
- Advanced knowledge of financial planning and investment management practices is beneficial.
- Ability to learn quickly
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!
Salary : $65,000 - $80,000
