Wealth Management Operations - Client Services Support
Your Role
You will deliver superior client service, serve as a liaison between internal staff, custodian, and others as needed, prepare new account paperwork, paperwork for account changes, account transfer paperwork and verify asset transfer eligibility, ensure timely completion of account transfers and other paperwork processing, and frequently communicate with custodians and internal staff.
You will monitor and follow up on alerts, identify and communicate client service opportunities to internal professionals, assist with money movement activities, adhere to PMFA policies and procedures, develop, document, and maintain process policies and procedures for department, cross train and backup to other team members roles in operations, assist in testing and roll out of system upgrades, system integration and new technology, coordinate workload with other team members, review agreements and ensure paperwork is in compliance, self-review tasks performed, including client deliverables, manage and prioritize tasks and workflows, serve as a liaison between advisors and the 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.
Qualifications
- 2+ years administrative or investment industry experience required
- A High School diploma or GED equivalent is required
- 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 effectively deliver quality professional services to clients
- Ability to thrive in a challenging and fast-paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance