New Orleans, LA
10/12/2021

Senior Client Service Associate

Job Description

We are currently ion search of a Senior Client Service Associate (CSA) for our client in Metairie, LA. The CSA will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution.

Responsibilities

  • Responds to routine client requests via phone, email and/or other contact methods
  • Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
  • Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
  • Prepares custodian paperwork, facilitate account updates and communicates with clients on status
  • Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
  • Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
  • Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures

Qualifications

  • Undergraduate degree required (bachelor’s degree in Finance, Business or Economics preferred)
  • 2-4+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Excellent interpersonal and verbal/written skills.
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)