Client Services Associate Wealth Management First Clearing WFSimplex Hires LLC • Fairfax, Virginia, United States
Client Services Associate Wealth Management First Clearing WF
Simplex Hires LLC
- Fairfax, Virginia, United States
- Fairfax, Virginia, United States
About
Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family clients and is looking for a Client Services Associate to provide administrative and operational support to Wealth Advisors / Partners of the firm. The Client Services Associate assists with private clients daily needs.
They have a fun, open environment and are looking for someone who wants to be a part of their long term success.
Responsibilities
New account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records, and preparing client communication.
Answering phones, greetings clients, and maintaining calendars for multiple Wealth Advisors.
Analyzing reports to determine the appropriate action to be taken on behalf of client accounts.
Preparing and processing client documentation.
Assisting in reconciling performance reports.
Executing cashiering, money movement, and ACH requests.
Requirements
Must be familiar with First Clearing (Wells Fargo Clearing Services LLC) for back office and custody services or Fidelity
Experience in a similar role for a Registered Investment Advisor. Familiarity with the administrative side of servicing wealth management clients
Understanding of the Wealth Management industry and terminology/concepts. Dividends, Capital Gains, IRA's, Opening accounts, etc
Fun, energetic personality.
Strong Customer / Client services orientation.
Must have strong organizational and prioritization skills.
Ability to work independently to research and resolve client issues.
Licenses like 7, 11, 65 or 66 licenses are nice to have but not required.
#J-18808-Ljbffr
Languages
- English
Notice for Users
This job comes from a TieTalent partner platform. Click "Apply Now" to submit your application directly on their site.