Wealth Management Operations - Client Service Associate

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals.

About the role

This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. We strive for flexibility and balance while staying true to our principally in-person model. Face-to-face interactions are paramount for individual and collective development, but we encourage you to work with your supervisor and team to determine your optimal working environment each day.

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
  • Preparation of new account paperwork and account changes
  • Preparation of account transfer paperwork and verification of 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
  • Assist 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 back up other team members in operations
  • Assist in testing and roll out of system upgrades, system integration, and new technology
  • Coordinate workload with other client service associates
  • Review agreements and be familiar with terms to ensure paperwork is in compliance

Requirements

• High School diploma or GED equivalent is required
• 2+ years industry experience; 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 with independent responsibilities
• Ability to successfully interact with clients and other professionals to deliver quality services
• Ability to thrive in a challenging and fast-paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance

Benefits

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some benefits vary based on the number of hours worked per week. Highlights include:

• Health, dental, vision, disability, and life insurance
• Flexible Time Off and various pre-determined holidays
• 401(k) plan and pension plan for eligible administrative and paraprofessional staff
• Flexible benefits plans
• Business-related travel expense, lodging, and meal reimbursement
• Discretionary bonus plan for eligible staff
• Some contingent staff positions may elect health insurance and receive limited paid sick time

Pay

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in CO, IL, OH, and MA. The range for this role is $24.95 - $39.87 per hour. Compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography.