Senior Client Services Associate - Investment / Wealth Management

This position is a 100% remote position  ideally based in the Eastern Timezone. 
The Senior Client Service Associate will be responsible for providing operational and service support to our client base. A successful candidate will need to think creatively, work in a fast-paced environment, and effectively prioritize. This position provides the opportunity to work in a professional business environment, expanding one’s expertise in the field of investment management with a recognized national leader in the investment consulting industry. 
Our client is an independent Registered Investment Adviser that provides customized investment management solutions and comprehensive wealth management plans for institutional investors, individuals, and family offices.

They are consistently recognized in the industry for sophisticated wealth management, research capabilities, and the delivery of an exceptional client experience. RESPONSIBILITIES 
Enhance the client experience by providing exceptional client service in various functions, including but not limited to new account opening, document completion, and resolving client inquiries 
Execute money movement transactions for clients, as well as transfers to/from separate account managers and hedge funds/private investment funds 
Proactively coordinate client service activities in conjunction with the advisory team 
Organize materials for client meetings, as well as ad hoc requests 
Actively participate in the firm’s compliance and efficiency efforts 
Answer incoming calls and potentially join in on meetings 
Perform other duties and tasks as requested 

REQUIREMENTS 
Experience in the Investment / Wealth Management industry. 
Tamarac experience is a plus
Exposure to e-money / planning software is a plus
Strong attention to detail and organizational skills 
Ability to self-start and think creatively 
Strong communication, interpersonal, and problem-solving skills 
Desire for continuous improvement 
Strong proficiency in all Microsoft Office programs, specifically Excel, Word, and PowerPoint 
Experience with Outlook and CRM applications is a plus 
Professional demeanor and positive attitude 
Proven ability to work in a team-oriented environment 
Time-management skills 
Energetic, positive attitude with the ability to operate in a dynamic, fast-paced environment 
Discretion with confidential information 

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