Client Services Associate
Company: Rockwood Wealth Management
Location: New Hope
Posted on: May 15, 2022
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Job Description:
We are currently seeking a Client Service Associate in our New
Hope, PA office who has experience working in a fast-paced
professional environment, is highly organized and is detail
oriented. The position covers a wide range of responsibilities
including, but not limited to: -- Partner with Wealth Advisors to
service the firm---s clients -- Custodian Management - assist with
new account creation, account transfers, movements of money,
account updates, etc. -- Communication of progress and missing
information with client regarding custodian issue; escalate issues
to advisory team as needed -- Miscellaneous paperwork, data entry,
and admin tasks. -- Creating Investment Policy Statements and
Wealth Management Agreements and delivering them electronically to
clients -- Updating clients Account Transition Visualization Map in
anticipation of prospective client meetings -- Organize client
folder structure and scan and file meeting documents -- Maintaining
CRM and key points of data in the system -- Assist with
distribution of mass documentation to clients and COI's; this would
include the Form CRS, ADV, etc. -- Scheduling Progress Meetings and
Calls with clients and Advisory Team as needed -- Assist with new
client onboarding process -- Prepare basic client meeting materials
Desired Qualities and Skills The successful candidate will have: --
Strong organization skills and systems acumen -- Personal integrity
and ability to discreetly handle confidential data -- Adeptness at
prioritization and proactive planning with ability to complete
multiple time-sensitive tasks, responding to urgent needs -- Strong
business mathematical skills and keen attention to detail --
Curiosity and confidence when dealing with clients and principals
-- Personal integrity and ability to discreetly handle confidential
data -- Specific experience working with Fidelity, Charles Schwab,
and TD Ameritrade Institutional Custodian Platforms strongly
preferred. Additional experience with Redtail and Tamarac systems
helpful. -- Desire to work in a suburban environment and contribute
to the success of a fast-growing but humble company
Keywords: Rockwood Wealth Management, Trenton , Client Services Associate, Other , New Hope, New Jersey
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here to apply!
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