Client Service Associate

Company: National Financial Partners Corp.
Location: Middletown
Posted on: January 9, 2022

Job Description:

Summary: Wealthspire Advisors is an independent financial advisor with 14 locations throughout the East Coast, Midwest, and Mid-Atlantic, specializing in exceptional service to affluent clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill their aspirations, our team believes in a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent firms offer. Our Client Service Associates work directly with Advisors to assist with the wealth management administrative needs of clients.
Responsibilities

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• Provide administrative support and help organize our Advisors' day-to-day activities
  
• Scheduling calls and meetings with clients (across multiple time zones), facilitating money movements (such as wires and electronic funds transfers) as needed, arranging travel, helping to maintain a centralized client database, and handling the distribution and receipt of account paperwork
  
• CSA will interact directly with our clients and handling money movements independently, a high degree of personal integrity, an attitude of professionalism, and an attentiveness to detail are required for this position
  
• Maintaining Advisor calendars/scheduling internal and client meetings, including travel arrangements
  
• Assisting with maintenance of centralized database with information on customer sand external partners (Microsoft Dynamics 365 Salentica CRM)
  
• Handling money movement requests directly with custodians (Charles Schwab, Fidelity, Pershing)
  
• Assembling/uploading meeting materials
  
• Managing distribution/receipt of client paperwork via FedEx
  
• Submitting expense reports on behalf of advisors
  
• Organizing, storing and printing company documents as needed
  
  Qualifications
  
  • 
    
  • BA/BS preferred or relevant practical experience as an Office Administrator/Assistant or Secretary
    
  • Experience with office management tools (MS Office software in particular)
    
  • Excellent organizational and time-management skills
    
  • Strong written and oral communication skills
    
  • Positive attitude with an eye for detail
    
  • Familiarity with office equipment, including printers and fax machines - a willingness to troubleshoot as needed
    
  • Ideal candidate has experience as an Administrative Assistant or other relevant administrative role
    
  • Experience or interest in the personal financial planning space is a plus but not required. Our firm offers a collegial work environment and this position will serve as a great introduction to the industry for those interested in exploring wealth management.
    
    Who We Are
    Wealthspire Advisors is an independent financial advisor with 14 locations throughout the East Coast, Midwest, and Mid-Atlantic, specializing in exceptional service to affluent clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill their aspirations, our team believes in a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent firms offer.
    What We Offer
    NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
    NFP and You... Better. Together.
    NFP is an inclusive Equal Employment Opportunity employer.

Keywords: National Financial Partners Corp., Middletown , Client Service Associate, Other , Middletown, Connecticut