Wealth Management Operations - Client Service Associate

About the role

Our "we-care" culture prioritizes your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals.

Responsibilities

• Portfolio Administration:
  • Self-review of tasks performed, including client deliverables
  • Manage and prioritize tasks and workflows
  • Serve as a liaison between advisors and broader PMFA operations team
  • Field questions related to client data, reports, or any items as a result of work
  • Research and resolve issues related to client information
• Client Services Administration:
  • Serve as a liaison between internal staff, custodian, and others as needed
  • Prepare new account paperwork and account changes
  • Prepare account transfer paperwork and verify asset transfer eligibility
  • Ensure timely completion of account transfers and other paperwork processing
  • Frequent communication with custodians and internal staff
  • Monitor and follow up on alerts
  • Identify and communicate client service opportunities to internal professionals
  • Aid with money movement activities
• General:
  • Adhere to PMFA policies and procedures
  • Develop, document, and/or maintain process policies and procedures for department
  • Frequent interaction with internal and external professionals and clients
  • Cross train and backup to other team members' roles in operations
  • Aid in testing and rollout of system upgrades, system integration, and new technology
  • Coordinate workload with other client service associates
  • Review agreements and ensure paperwork is in compliance

Qualifications

• High School diploma or GED equivalent
• 2+ years industry experience, preferably in administrative or investment industry
• Previous administrative or investment industry experience preferred
• Client service orientation combined with creative problem-solving skills
• Strong written and oral communication skills
• Ability to work effectively as part of a team, yet function well independently; ability to interact with clients and other professionals to deliver quality professional services
• Ability to thrive in a challenging and fast-paced environment with interruptions and multiple demands, maintaining high stress tolerance

Benefits

• Health, dental, vision, disability, and life insurance
• Flexible Time Off and various pre-determined holidays
• 401(k) plan
• Flexible benefits plans
• Business-related travel expense, lodging, and meal reimbursement for business-related use
• Pension plan for eligible administrative and paraprofessional staff
• Discretionary bonus plan for eligible staff