This role is 100% remote and can be based anywhere in the United States though we have a preference for someone in EST or CST since you will be supporting a team based in Virginia. 

Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family clients and is looking for a Client Services Associate to provide administrative and operational support to Wealth Advisors / Partners of the firm. The Client Services Associate assists with private clients daily needs. 

They have a fun, open environment and are looking for someone who wants to be a part of their long term success. 

Responsibilities:

• New account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records, and preparing client communication. 
• Answering phones, greetings clients, and maintaining calendars for multiple Wealth Advisors. 
• Analyzing reports to determine the appropriate action to be taken on behalf of client accounts. 
• Preparing and processing client documentation. 
• Assisting in reconciling performance reports. 
• Executing cashiering, money movement, and ACH requests. 

Requirements: 

• Must be familiar with First Clearing (Wells Fargo Clearing Services LLC) for back office and custody services. 
• Experience in a similar role for a Registered Investment Advisor. Familiarity with the administrative side of servicing wealth management clients
• Understanding of the Wealth Management industry and terminology/concepts. Dividends, Capital Gains, IRA's, Opening accounts, etc
• Fun, energetic personality. 
• Strong Customer / Client services orientation. 
• Must have strong organizational and prioritization skills. 
• Ability to work independently to research and resolve client issues. 
• Licenses like 7, 11, 65 or 66 licenses are nice to have but not required. 

#ZR