Hybrid Wealth Client Services Associate

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

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.