Client Services Associate

Company: Rockwood Wealth Management
Location: New Hope
Posted on: May 15, 2022

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