Client Service Administrative Associate

Responsibilities

• Answers overflow calls as backup support to the receptionist
• Covers front desk and in office duties when receptionist is out of office
• Deposits daily incoming checks to client’s accounts
• Handles incoming and outgoing mail for the Client Service Team
• Scaans client documents to the scanning repository CLM
• Covers for members of the Client Service Team as needed
• Provides help with reporting as assigned by a Client Service Manager
• Aids the Client Service Team with the daily account restrictions report
• Runs custodian (Fidelity, Schwab, etc.) reports as needed
• Performs data entry and account maintenance tasks in Salesforce
• Prepares paperwork for client account opening and maintenance items
• Helps with ad hoc projects as assigned by a Client Service Manager

Requirements

• Bachelor’s degree with 1-2 years of related work experience
• Multitasking and organizational skills
• Customer service and communication skills
• Proficient at Salesforce, DocuSign, Excel, PowerPoint, and Word (a plus)

Qualifications

• Passion for providing back-office support for a busy and growing company
• Eager to make a difference in the lives of our clients
• Part of a collaborative and innovative team

Pay

The anticipated base salary range for this position is $50,000.00 - $60,000.00. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience.

Schedule

This role is based in our Newton office 5 days per week.

Benefits

• Discretionary bonus
• Health, dental, and vision plans
• Employer 401(k) contributions

Equal Opportunity Employer

RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging.