We are seeking a Client Service Associate with at least 3-5 years’ experience in an RIA or investment operations at a custodial bank. This individual should have strong communication, organization, and computer skills (Excel required), be good with numbers and detail oriented.
Summary: Responsible for directly supporting a financial advisory team and its clients by performing the following duties:
Responsibilities
Utilizes exceptional written and verbal communication skills to manage multiple types of client and counseling team requests, working effectively in a team-based environment.
Demonstrates superior organizational skills and diligence in maintaining all counselor files.
Demonstrates accuracy and discretion in maintaining confidential financial data for clients, including personal financial statements and other various spreadsheets.
Interacts effectively with our asset management department, preparing forms for brokerage accounts and processing wires in and out of brokerage accounts.
Provides exceptional tax season support through setting up and maintaining tax season files, moving old files to off-site storage, mailing out tax organizers, and copying tax returns.
The ability to assist with calendar management, scheduling meetings, billing, mass mailings (tax law changes, registration documents, holiday cards, etc.), and occasional travel arrangements.
Familiarity with or ability to become familiar with various legal documents, such as:
Probate documents (wills, etc.)
Trusts
Powers of Attorney
Provides reception phone coverage when needed.
Requirements
Minimum of 3-5 years’ related experience supporting executives and working with clients
Exceptional interpersonal and communication skills
Detail oriented and possessing strong organizational ability
Works effectively in a team environment
Knowledge and experience preferred with:
MS Office suite – primarily Word, Excel, Outlook (all 3 required)
Orion – Portfolio management and reporting
Wealthscape – brokerage transactions
CCH ProSystem fx – tax software
Good with numbers
Exercise a high level of discretion
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Must be authorized to work in the United States.
Our company policy requires that all employees provide COVID vaccination and booster records.
GW & Wade is committed to offering a comprehensive benefits plan that is a part of total compensation. Benefits include health insurance, dental insurance, profit share, a healthcare reimbursement account, life insurance coverage, and a generous holiday and paid time off policy.
GW & Wade is an equal opportunity employer, committed to the strength of a diverse workforce.
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