Job Description
📋 Description Serve as initial contact for clients via phone and email. Schedule and coordinate client appointments with logistics handled efficiently. Process client requests, transactions, and paperwork per firm policies. Assist onboarding of new clients for a smooth experience. Collaborate with custodians and internal teams to resolve account issues. Support advisors with client documentation and timely submissions. 🎯 Requirements 2-5 years in a client-facing administrative role in financial services or related field. BS/BA preferred; HS diploma or GED required. Strong communication; ability to build client and colleague rapport. Experience with CRM systems and basic financial software; custodial platforms a plus. Knowledge of financial services practices; experience in processing account transactions or Attention to detail and accuracy in client records and documents. 🎁 Benefits Competitive base pay; extensive benefits package including medical, dental, vision. Flexible spending accounts and Healthcare savings accounts with company contribution. Generous 401K contributions; flexible paid time off and holidays. Equity purchase program eligible for certain staff; opportunities for growth.
