Client Support Assistant
Summary/objective of position:
Performs a wide range of administrative support, often of a highly confidential and complex nature, for the portfolio Manager (PM) Unit. Assists in providing a variety of services to clients. Uses initiative and good judgment to prioritize and complete tasks accurately and timely.
Essential functions of the position:
• Develop familiarity and working knowledge of client accounts
• Complete client account responsibilities including, but not limited to preparing new account paperwork for advisory accounts, IRAs, mutual funds, 529 plans, etc.
• Open and close client accounts
• Prepare paperwork for account transfers
• Compose and type correspondence to clients, businesses, and financial institutions
• Charitable and non-charitable gifting of cash and securities
• Process all types of cash flow management including checks, ACHs (automated clearing house), wire transfers, incoming and outgoing electronic fund transfers, bill paying, etc.
• Act as a liaison with PM Group, other departments within the firm, the primary custodial bank, and other financial institutions
• Draft and assemble meeting booklets for wealth management review of client portfolios
• Serve as back-up to PM unit on client communication, including telephone and correspondence
• Assist with client communications including quarterly client reports and tax reporting
• Be available to answer calls, resolve issues and respond to client requests in a timely fashion
• Assist with special projects (client events, Christmas cards, tickets, and gifts for clients, filling in for receptionist, etc.)
• Schedule meetings and manage portfolio manager’s calendar, as requested
• Plan and complete ongoing professional development
Preferred education and experience
• High school graduate with higher education in business a plus
• Experience with investments and financial services preferred
• Must possess excellent organizational skills
• Highly detail-oriented with the ability to manage multiple projects simultaneously in a fast-paced environment
• Excellent typing and computer skills
• Proficient in Word, Excel, Outlook, and PowerPoint
• Ability and desire to contribute to a team effort
• Demonstrates a high level of initiative and professionalism
• Excellent communication and problem-solving skills
Summary/objective of position:
Performs a wide range of administrative support, often of a highly confidential and complex nature, for the portfolio Manager (PM) Unit. Assists in providing a variety of services to clients. Uses initiative and good judgment to prioritize and complete tasks accurately and timely.
Essential functions of the position:
• Develop familiarity and working knowledge of client accounts
• Complete client account responsibilities including, but not limited to preparing new account paperwork for advisory accounts, IRAs, mutual funds, 529 plans, etc.
• Open and close client accounts
• Prepare paperwork for account transfers
• Compose and type correspondence to clients, businesses, and financial institutions
• Charitable and non-charitable gifting of cash and securities
• Process all types of cash flow management including checks, ACHs (automated clearing house), wire transfers, incoming and outgoing electronic fund transfers, bill paying, etc.
• Act as a liaison with PM Group, other departments within the firm, the primary custodial bank, and other financial institutions
• Draft and assemble meeting booklets for wealth management review of client portfolios
• Serve as back-up to PM unit on client communication, including telephone and correspondence
• Assist with client communications including quarterly client reports and tax reporting
• Be available to answer calls, resolve issues and respond to client requests in a timely fashion
• Assist with special projects (client events, Christmas cards, tickets, and gifts for clients, filling in for receptionist, etc.)
• Schedule meetings and manage portfolio manager’s calendar, as requested
• Plan and complete ongoing professional development
Preferred education and experience
• High school graduate with higher education in business a plus
• Experience with investments and financial services preferred
• Must possess excellent organizational skills
• Highly detail-oriented with the ability to manage multiple projects simultaneously in a fast-paced environment
• Excellent typing and computer skills
• Proficient in Word, Excel, Outlook, and PowerPoint
• Ability and desire to contribute to a team effort
• Demonstrates a high level of initiative and professionalism
• Excellent communication and problem-solving skills