Client Service Associate

If you are a Relationship Associate with experience, please read on! Job Title: Client Service Associate
Location: Raleigh, NC
Salary: $70K - $90K
Requirements: B.S. Degree / 2+ Years Similar Experience / Experience Working with Complex Account Structures 
What You Will Be Doing Provide same-day responses to client requests Demonstrate operational proficiency in the company's technology systems by correctly processing the day-to-day business items and the ad-hoc research needs within the client-dictated time frames. This includes: Money Management - Wires, ACHs, journals, dividend reinvestment, cash management Operational Expertise - Collaborate on new account and transfer paperwork, documentation management, and performance reporting requests with the Operations team Track, monitor, and distribute all tax documents and other requests made by the client's personal advisory team, such as CPA, lawyer, and family office staff Complete all trading duties, both manual trade tickets and periodic rebalance tasks Show a comprehensive understanding of each client by being able to retain and recall critical information. Maintain an organized list of workflows to track and review various tasks and projects the collective client team is working on. What You Need for this Position B.S. Degree 2+ Years Similar Experience Experience Working with Complex Account Structures Benefits Medical Dental  Vision  PTO 401k Applicants must be authorized to work in the U.S.
Preferred Skills Relationship Associate

Wealth Management

ACH

operational expenses