What are the responsibilities and job description for the Client Services Associate position at WealthCrossing?
Job Summary
We are seeking an experienced Client Service Associate to join our team. This individual will support our wealth management team by providing portfolio administration, client service, and operational support. The Client Service Associate plays a crucial role in ensuring a seamless client experience by handling account setup, maintenance, and administrative tasks while supporting the broader advisory team.
Job Responsibilities
- Account Administration : Set up and maintain client accounts, ensuring accurate paperwork completion and review of transactions and activity.
- Client Support : Assist clients with requests, including money movement, distributions, and document retrieval.
- Custodian Coordination : Communicate with custodians to ensure timely and accurate execution of client requests.
- Onboarding Management : Facilitate the onboarding process for new clients, including paperwork processing and account transfers.
- Direct Client Communication : Provide ongoing support and guidance, ensuring a high level of customer service.
- Operational Efficiency : Participate in operations meetings to enhance efficiencies and adopt new policies, procedures, and technologies to improve internal processes.
Qualifications
What We Offer :
Location
Our office is located in downtown Richmond : 1001 Haxall Point, Suite 705, Richmond, VA, 23219.
