Client Service Associate, Wealth Management (Hybrid)

Ritholtz Wealth Management LLC; Charlotte, Northern (NC, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401k with match

Dental Insurance

Health insurance

Paid time off

Parental leave

Vision insurance

Flexible spending account

Job summary

Ritholtz Wealth Management LLC is seeking a Client Service Associate in the Charlotte area for a hybrid role with regular office travel. You will cultivate client relationships, coordinate onboarding, and support advisors with CRM and administrative tasks.

The ideal candidate has 1+ year of RIA/wealth management client service experience, proficiency with Salesforce, Microsoft Office, and G-Suite, and a bachelor’s or associate degree.

Qualifications

• Minimum of 1+ year experience at an RIA/wealth management firm.
• Experience with major custodians (Fidelity, Schwab, Altruist).
• Proficient with Salesforce, Microsoft Office Suite, G-Suite.

Responsibilities

• Cultivate and enhance client relationships through active communication and guidance.
• Coordinate client onboarding, including opening accounts, updating cost basis, and distributing documents.
• Log activities in CRM promptly and accurately and support advisors.

Skills

Client service experience

Attention to detail

Organized

Written and verbal communication

Education

Bachelor or associate degree preferred

Tools

Salesforce

Microsoft Office

G-Suite

NetDocs

DocuSign

Job description

Ritholtz Wealth Management LLC is seeking a Client Service Associate in the Charlotte area for a hybrid role with regular office travel. You will cultivate client relationships, coordinate onboarding, and support advisors with CRM and administrative tasks.

The ideal candidate has 1+ year of RIA/wealth management client service experience, proficiency with Salesforce, Microsoft Office, and G-Suite, and a bachelor’s or associate degree.