Client Service Associate, The Wealth Office

Fiducient Advisors; Washington (District of Columbia); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid Time Off with rollover options

Paid parental and personal leave

Wellness benefits programs

Job summary

A financial advisory firm is seeking a Client Service Associate in Washington, DC. The role involves onboarding clients, facilitating money movements, and supporting Investment Consultants. The ideal candidate has a Bachelor's Degree in Business or related field and 1-3 years of financial industry experience. The firm promotes an inclusive workplace and offers a hybrid work model with competitive salary ranging from $65,000 to $90,000.

Qualifications

• 1-3 years of financial industry experience required.
• Proficiency in Microsoft Suite and Adobe is mandatory.
• Experience with custodial portals like Charles Schwab and Fidelity is a plus.

Responsibilities

• Onboard new clients accurately and timely.
• Open new brokerage accounts for various client types.
• Process various types of money movements.

Skills

Customer service

Communication

Problem-solving

Detail-oriented

Team-oriented

Education

Bachelor's Degree in Business or related field

Tools

Microsoft Suite

CRM systems

Job description

Client Service Associate, The Wealth Office

Client Service Associate, The Wealth Office

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This range is provided by Fiducient Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $90,000.00/yr

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.

The Client Service Associate is responsible for high-quality customer service and communication to private clients, Investment Consultants, custodians, and money managers. The Client Service Associate acts as a dedicated liaison between custodians and clients, building trusted relationships and delivering exceptional service. This role assumes responsibility for supporting the firm's Investment Consultants in account administration, operational tasks, client servicing, internal projects, and client-related projects. The Client Service Associate works on the clients' behalf towards achieving their investment goals, supporting our mission of helping clients prosper.

Responsibilities:

• Direct responsibility to fully onboard new clients accurately and in a timely manner
• Open new brokerage accounts for various client types including, but not limited to, individual, joint, retirement, trust, incorporated and non-incorporated accounts
• Process and facilitate various types of money movements including wires, ACHs, journals, DTC, ACAT and non-ACAT transfers
• Maintain organization of client records and documents in the firm’s CRM and document management system
• Follow internal policies and procedures accurately as it relates to money movement verification, CRM documentation, client tasks, and compliance requests
• Demonstrate ability to problem solve and critically think through the handling of operational tasks and client service-based projects
• Consistent and proactive communication to clients and colleagues in a timely manner for status updates
• Completion of subscription documents for Private Equity and Hedge Fund investments, with ongoing maintenance for capital call processing and additional requests
• Work with outside asset managers for initial account set up and ongoing account maintenance
• Collaborate with different internal departments on firm or client related projects
• Support the Director of Client Services, Investment Consultants, and Private Clients with ad-hoc projects

Education, Professional & Technical Experience

• Bachelor’s Degree required with a preferred concentration in Business or related
• One (1) to three (3) Years of Financial Industry Experience
• Proficiency in Microsoft Suite and Adobe
• Previous CRM experience
• Previous custodial portal experience, particularly Charles Schwab and/or Fidelity, is a plus
• Understands different types of money movements transactions
• Understands basics of different brokerage account types and client types
• Understand basics of brokerage account processes such as RMDs, 401(k) rollovers, etc.
• Broad knowledge of different types of securities such as stocks, mutual funds and bonds
• Broad knowledge of asset managers
• Basic knowledge of alternative investment vehicles [Private Equity and Hedge Funds]
• Team Oriented
• Detail-oriented with a high level of accuracy and organization
• Thoughtful ability to establish rapport and build relationships
• Adaptability when priorities shift and able to work independently
• Sound judgment and problem-solving skills
• Innovative, curious, and enthusiastic.
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging.
• This role may travel up to 5% of the time for training and or business/events.
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.

Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.

The base salary range for this position is $65,000-$90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Paid Time Off

• PTO with optional rollover
• Time
• Holidays with additional half days off for specific holidays throughout the year
• Time –inclusive time off for a loved one, unborn child, or pet.
• Paid Parental, Personal and Family leaves.
• Development Day for eligible exams

Work Life Convenience Benefits

• Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
• – Family & Fertility Assistance
• Reimbursement Program
• Referral Program
• Plan with company match
• Phone Reimbursement Program

Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement.

Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals.

We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Customer Service

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