Robert Half Corporation Jobs

Description

If you are interested, please view my Linkedin under Charlie O'Brien and shoot me a message!

Our client is a financial planning and CPA firm managing nearly $1 billion in assets, and their business is expanding. They operate as an independent investment advisory firm (RIA) and offer tax services covering individual returns, trust & estate, as well as partnership and corporate needs. Essentially, they function as a small family office for their clients.

They're currently looking for a Senior Client Services Associate to join their team, and this position is fully remote. As the lead for client services, your responsibilities will include supporting daily trading activities, portfolio accounting, billing, and reporting using portfolio accounting software, Orion. You'll also handle client input within the financial planning software and become proficient with various technology platforms, both for clients and internally.

Additionally, you'll have client interactions, both over the phone and in person, and you'll collaborate closely with the Head of Operations and lead advisors on a day-to-day basis.

Investment Custodian - Schwab

• New Client onboarding and New Account opening

o Prepare necessary paperwork or prepare Schwab onboarding workflow when appropriate.

o Manage/Monitor the new account workflows. Send out weekly status updates to rest of the team.

• Monitor Schwab alerts and notify responsible parties of action needed/ take appropriate action to resolve issues.

• Monitor Schwab activity tabs and notify responsible parties of action needed

• Assist clients with employer sponsored retirement account rollover requests

• Responsible for other account maintenance requests and forms: address change, update beneficiaries, IRA rollovers, Transfers

• Cashiering - inbound and outbound movement requests. Checks, wire transfers, journals, ACH

o Prepare money movement paperwork/e-authorization requests when necessary

CRM - Redtail

• Assist with ongoing Workflow creation and maintenance.

• Create Quarterly call list report for advisors.

• Quarterly Redtail cleanup

• Monthly address verification/State verification for compliance

Portfolio Management Software – Orion

• Any prior experience with Orion, or other portfolio management software, is a plus.

Requirements

Key requirements:

Education and Experience:

• Bachelor’s degree preferred.

• Series 65 nice to have.

• 4+ years of experience at a wealth management firm.

Personality traits

• Loyal- we want someone who is looking for their next career chapter with us.

• Professional- needs to know how to conduct themselves with clients, both via email and over the phone.

• Humble - eager to learn, open to constructive criticism.

• Proactive - we want someone who will take ownership of their responsibilities and will actively help improve client service and process.

• Great communication skills - verbal and written.

• Likes learning new things and new technology - someone who adapts well to new technology.

• Someone who enjoys helping clients.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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