Client Service Associate, Wealth Management (Fidelity/Schwab Platforms) - Direct Hire/To $70k

Company: Frankel Staffing Partners
Location: Raleigh
Posted on: February 23, 2021

Job Description:

Our client, a Chapel Hill-based wealth management firm in high growth mode, is actively recruiting for a very sharp and conscientious candidate to join its team.This is a boutique firm that provides investment/asset management services to high wealth individuals.--It has built a superb reputation for excellence and personalized service, and all employees must complement top-notch financial skills with a "customer first," "quality matters" philosophy. Company seeks an excellent candidate and will pay an excellent wage to attract that person.Key Things to Note:* Position will be heavily involved in Financial Operations.--Duties will be varied and tactical. Right candidate will enjoy providing reporting, clerical, and administrative support to the Advisory and Operations teams. * Firm uses 3rd party vendor for portfolio performance reporting.--This Associate will assist with the reporting process.--Experience working with vendors to prepare, reconcile and review performance reports will be important.* This Associate will be responsible for onboarding clients and maintaining their information in a variety of systems including Fidelity's Wealthscape platform.--Seek tech savvy candidate who brings experience with Fidelity (or similar) institutional platform.* This is a client-facing role.--Seek responsive and attentive communicator - one with keen attention to detail and an absolute commitment to excellence.Selected Duties:* Reconciling, preparing, and reviewing client portfolio performance reports* Onboarding clients including preparing necessary documentation* Organizing and preparing materials for client meetings (agendas, reports, binders, etc.)* Handling client calls and researching discrepancies* Communicating with external service providers on behalf of clients* Reconciling client balance sheets against custodial and capital account statements * Managing trading and money movement requests from clients* Maintaining and updating client data in all systemsTargeted candidate will offer a related degree (financial preferred) and 2-4 years of experience in the advisory, brokerage, or financial services industry.As important, we seek a meticulous candidate with the demonstrated capacity to keep quality high despite a high quantity of transactions and detail. Impeccable work product will be essential.Other priorities include:* Keen eye for detail* Outstanding client service skills* Advanced Excel skills* Excellent organization skills* Professional and astute communication skills (written and verbal)Finally, we seek a candidate who will work exceedingly well in this emerging, hands-on setting. A lot is happening.--We seek a flexible and versatile contributor -- an excited and committed candidate who will thrive.This is an immediate need and a Direct Hire role.Please attach Word resume for prompt consideration.

Keywords: Frankel Staffing Partners, Raleigh , Client Service Associate, Wealth Management (Fidelity/Schwab Platforms) - Direct Hire/To $70k, Executive , Raleigh, North Carolina