Client Service Associate, Wealth Management (Fidelity/Schwab Platforms) - Direct Hire/To $70k
Company: Frankel Staffing Partners
Location: Raleigh
Posted on: February 23, 2021
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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
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