Client Service Associate
Company: National Financial Partners
Location: Madison
Posted on: May 27, 2023
Job Description:
Wealthspire Advisors is a New York City-based, independent
registered investment advisory firm with over $17B in AUM. We have
more than 200 employees serving clients from 20 offices in 10
states. With a strong commitment to a fiduciary business model, the
firm believes in connecting all aspects of a client's financial
life to deliver thoughtful, collaborative strategies that focus on
what is most important to each client. Wealthspire Advisors acts as
a wealth manager, investment advisor, consultant, and constant
partner in helping clients achieve their aspirations. For more
information on Wealthspire Advisors, please visit
www.wealthspire.com.
Summary: Our Client Service Associates works directly with Advisors
to assist with the wealth management administrative needs of
clients.
Responsibilities
- Answer phone calls, resolve issues, and/or take messages as
needed
- Interact directly with clients regarding different types of
requests, such as money movement requests, account balances,
re-ordering of checks, charitable giving confirmations, etc.
- Attend meetings if requested and assist with data gathering and
meeting notes.
- Managing distribution/receipt of clients' paperwork.
- Utilize CRM application to perform various functions, such as
submitting/assigning tasks, running dialogues
(onboarding/offboarding of clients, new contract, and RMD
requests), creating new contact entries, updating existing contact
information, utilizing the dashboard feature to track tasks,
running reports, etc.
- Work with other Wealthspire teams on items such as preparation
and submission of client paperwork, preparing the meeting
materials, facilitating various transactions, and account
maintenance on behalf of our clients.
- Prepare client letters/emails as needed.
- Maintain and update client service procedures.
- Prepare Advisors expense reports to include coding and scanning
receipts.
- Manage the calendar; set appointments and meetings for
Advisors.
- Confirm appointments directly with clients, via email and/or
phone.
- Assist with travel arrangements and trip itineraries if
needed.
- Schedule lunch and dinner reservations for client meetings if
needed.
- Perform other duties as and when needed.
- Take ownership, as appropriate, of certain daily functions
within client services. Qualifications
- College degree (preferred). New grads considered with a
business and/or finance-related degree and internship/work
experience
- Previous back-office operations or executive/administrative
assistant experience (preferred); experience in financial planning
and/or the securities industry (helpful)
- The previous high-touch, direct client experience is
essential.
- Excellent typing and computer skills. General technical ability
and comfort with navigating various software applications and
systems
- Proficiency in Microsoft Office is required; experience with
any CRM, portfolio management, and document management software is
a plus. Intermediate/Advanced Excel required.
- Continuously exhibits personal integrity and professional
initiative and a personable attitude What We Offer
NFP and Wealthspire Advisors is proud to offer a competitive
salary, PTO & paid holidays, 401(k) with match, exclusive discount
programs, health & wellness programs, and more. Our PeopleFirst
culture focuses on building and nurturing lifelong relationships
with our employees because, at the end of the day, we exist to be
there for others.
NFP and You... Better. Together.
NFP and Wealthspire Advisors is an inclusive Equal Employment
Opportunity employer.
Keywords: National Financial Partners, Madison , Client Service Associate, Other , Madison, Wisconsin
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