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Client Service Associate

Company: Joslin Capital Advisors LLC
Location: Redmond
Posted on: May 24, 2023

Job Description:

Company Description

When you join Joslin Capital Advisors LLC, you join one of the top independent, fee-only wealth management firms in the Puget Sound area. We are a cohesive team that works hard to give our clients exemplary service. Most of our clients are higher net worth, affluent individuals and families who stick with us for a lifetime. In our firm you will find many challenges and opportunities to develop professionally and contribute meaningfully, in a work environment that is fast-paced, yet friendly and supportive.

Job Description

**In person work will be required in Redmond, WA. We are set up to work remotely but not 100% of the time.

Position Overview: The Client Service Associate is responsible for the day-to-day servicing of clients and account maintenance, serving as a key contact person for all account-related client requests.

Duties & Responsibilities

  • Initiate and field client service calls.
  • Prepare and process all paperwork for client transactions, including but not limited to opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, etc.; communicate status of transactions to clients and Advisors (e.g., when assets have transferred, when deposits are received, etc.).
  • Provide ongoing client account maintenance (e.g., all money requests, checks, wires, ACHs, regular periodic transfers, transfer of securities amongst accounts, special accounts, ongoing special client instructions, etc.).
  • Check custodian alerts daily and perform appropriate actions.
  • Set up and generate client reports.
  • Research required minimum distributions (RMDs) and provide information to Advisor to help with processing the trades.
  • Assist with trade tickets.
  • Assemble reports for scope preps.
  • Collaborate with Advisors for proper client onboarding, with duties including client education (e.g., online account access) and proper account set up.
  • Assist with client meeting prep including assembling reports and required paperwork.
  • Complete gap analysis for each client as meetings arise to match up their current services received to what they should be getting for their service level, review this information with Client Advisors and come up with a game plan going forward.
  • Attend client meetings and calls as requested.
  • Assist with client meeting follow-up tasks.
  • Maintain complete and accurate client profiles, meeting notes, and other records in the CRM.
  • Assist with special projects as needed. Qualifications
    • Bachelor's degree preferably in business, accounting, finance, economics or related experience.
    • 5+ year of experience in client service and/or operations in the financial services industry (preferably with an independent registered investment advisory firm).
    • Proficiency in Microsoft Office (required); experience with CRM, document management, and portfolio accounting software (preferred) Other Skills & Experience
      • Continuously exhibits personal integrity and professional initiative.
      • Reliable, follows through on commitments, does not shrink from new challenges.
      • Possesses a passion to help new and existing clients.
      • Must be organized, detail-oriented and able to manage and prioritize tasks.
      • Demonstrates a commitment to accuracy by delivering high quality work.
      • Excellent written and verbal communication.
      • Collaborative and able to work effectively with others.
      • Flexible team player who is highly adaptable to change and open to new ideas.
      • Demonstrated ability to work successfully in an entrepreneurial, small company environment.
      • Uphold firm's purpose, vision and values.

        Additional Information

        All your information will be kept confidential according to EEO guidelines.

Keywords: Joslin Capital Advisors LLC, Redmond , Client Service Associate, Other , Redmond, Washington

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