Client Service Associates

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Client Service Associates. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.

POSITION OVERVIEW

Our CSA Team manages all aspects of a client relationship, is dedicated to client service, and has the highest ethical and professional standards of excellence.

• Provide a variety of functioning services and proactive follow-through to clients and the Wealth Management Team, including preparation of new account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions), preparation of alternative investment paperwork including processing fundings and/or periodic capital calls, custodian communication regarding tax document distributions, etc.
• Timely respond and resolve client requests/inquires.
• Develop working relationships with colleagues, custodians, and client intermediaries (accountants, business managers, attorneys, etc.) to ensure a high level of service.
• Monitor new accounts set-up, closing accounts, and transfers; troubleshoot issues with Custodians and keep all parties apprised of status through recurring updates.
• Meet regularly with Advisor Teams to prioritize workload, provide timely updates on client service tasks, and escalate potential issues.
• Add and maintain accurate client information in our CRM (Salentica).
• Maintain electronic records and files and update client information.
• Work with the CSA team to update and evolve training materials, which includes executing updates to OneNote Training Guide on an ongoing basis.
• Participate in team meetings and firm initiatives/projects to streamline firm policies and procedures and to evolve the client experience.

• Bachelor’s Degree with a minimum of 5+ years of client service experience within an RIA firm or 8+ years of relevant work experience.
• Familiarity with brokerage or registered investment advisory firm operations, preferably with prior RIA end-client exposure.
• Must be detail-oriented, possess strong organizational skills, and work well under pressured time constraints while meeting strict deadlines.
• Knowledge of custodial platforms (NetX360, Schwab Advisor Center) preferred.
• Possess a curiosity for learning and improving upon all aspects of the position, including technological and organizational strategies.
• Ability to prioritize multiple competing tasks and demands.
• Superb written and verbal communication skills.

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m