Wealth Management Operations - Client Services Support

Your Role

You will be responsible for:

• Deliver superior client service
• Serve as a liaison between internal staff, custodian, and others as needed
• Prepare new account paperwork
• Prepare paperwork for 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
• Maintain and monitor alerts
• Identify and communicate client service opportunities to internal professionals
• Aid with money movement activities
• Adhere to PMFA policies and procedures
• Develop, document, and maintain process policies and procedures for department
• Frequent interaction with internal and external professionals
• 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 of 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
• 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

Pay

This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week.

Schedule

We offer a Workplace for Your Day model, which means we strive for flexibility and balance while staying true to our principally in-person model.

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
• discretionary bonus plan