Qualifications

• 3+ years in client service or operations within wealth management
• Strong organizational and multitasking abilities
• Excellent communication skills, both written and verbal
• Proficient with financial planning software, ideally eMoney
• Ability to work independently and as part of a team
• Experience with custodial processes, including ACATS
• Familiarity with third-party money management coordination

Responsibilities

• Manage daily client service requests and follow up promptly.
• Prepare and present materials for client meetings; attend Zoom and select in-person meetings.
• Monitor treasury maturities and facilitate distributions and money movement requests.
• Support the onboarding process for new clients, ensuring all paperwork is completed accurately.
• Maintain and update client records in a paperless system.
• Assist in the input and maintenance of financial planning software (eMoney).
• Coordinate with third-party money managers to ensure effective collaboration.
• Support initiatives aimed at client growth and overall business development.

Benefits

• Flexible primarily remote work with occasional in-office requirements
• Support for professional growth within a boutique firm
• Comprehensive health benefits
• Bonus opportunities based on performance
• Collaborative work environment that enhances client experience