What are the responsibilities and job description for the Client Services Associate position at Robert Half?
Support a book of business with AUM of $150MM by managing accounts on multi-custodial platforms such as Charles Schwab, AXOS, Morningstar, Capital Group, Orion, and Paychex
- Prepare all account forms, such as new account paperwork, power-of-attorney forms, transfer-on-death forms, withdrawal requests, beneficiary designation paperwork, and follow up through completion
- Execute and track client transactions and account maintenance requests
- Serve as first point of contact to address daily client needs
- Maintain and update current client/prospect information in Redtail CRM
- Organize, scan, and maintain all paper and electronic client/firm files using Sharefile
- Initiate, track and report on incoming, outgoing, and internal asset transfers.
- Create and implement a customized onboarding experience for high-net-worth clients
- Contribute new ideas for client service and process improvements
- Coordinate weekly proactive communication to maintain contact with clients including birthday cards
Requirements
Client Relations, Audit Compliance
- Prepare all account forms, such as new account paperwork, power-of-attorney forms, transfer-on-death forms, withdrawal requests, beneficiary designation paperwork, and follow up through completion
- Execute and track client transactions and account maintenance requests
- Serve as first point of contact to address daily client needs
- Maintain and update current client/prospect information in Redtail CRM
- Organize, scan, and maintain all paper and electronic client/firm files using Sharefile
- Initiate, track and report on incoming, outgoing, and internal asset transfers.
- Create and implement a customized onboarding experience for high-net-worth clients
- Contribute new ideas for client service and process improvements
- Coordinate weekly proactive communication to maintain contact with clients including birthday cards
Requirements
Client Relations, Audit Compliance
Salary : $65,000 - $85,000
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