Rise Advisors, a growing financial planning and investment management firm, is seeking a full-time in person Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is your opportunity to be part of the future success of our fast-growing organization and work directly with ownership of the firm.
Our mission at Rise Advisors is to Lead a Shared Journey to Greater Future. If you have a desire to succeed and join us on this shared journey, then we would love to hear from you!
Description of Role
The Client Service Associate role will be an addition to our growing Client Service Team. The new team member will be responsible for directly supporting the firm by facilitating the operational processes regarding client onboarding, client reviews and support. This candidate is expected to have ample experience in the RIA industry.
Specific Responsibilities & Activities
The Client Service Associate will be part of a group that is responsible for:
o Account Paperwork:
§ Facilitation of all account paperwork
§ Responsible for all new business submission
§ Research and resolve issues from investment custodian
o Onboarding:
§ Ownership and facilitation of client onboarding
§ Establishment and Communication of Client Credentials
o Client Experience:
§ Prepare for meetings with clients with reports and templates built out that are client specific.
§ Promptly and effectively address client inquires and requests while providing proactive communication to clients
§ Maintain internal documents and technologies to ensure all data is correct and accurate
o Scheduling:
§ Coordination of all client review scheduling with advisors
o Office Management Support
§ Responsible for managing and replenishing all office supplies
§ Responsible for answering and coordinating all inbound calls
§ Responsible for greeting any clients, prospects, or visitors
§ Responsible for management of office scanning, inbound mail, and outbound mail
Knowledge, Skills, and Abilities
· Bachelor’s Degree in Business or Equivalent Work Experience
· 10 years Work Experience within Financial Services Industry (RIA preferred)
· Prior experience with the following is preferred:
o Fidelity IWS
o RedTail
o Black Diamond
o EMoney
o MoneyGuide Pro
· Strong verbal and written communication skills
· Detail oriented with strong organizational skills
· Proven ability to manage multiple projects and meet deadlines
· Proven ability to work effectively in a team-oriented environment
· Demonstrated ability to build strong relationships and work with diverse personalities
· Strong Problem Solving Skills
· Demonstrated integrity and ability to maintain confidence
Our Firm
We offer a dynamic working environment in an appealing and professional office location. This is your chance to play a key role in the path your career takes and in the continued success of our company. Our culture is fast-paced, collaborative, and passionate about improving our clients’ lives. For more information on our company, please visit our website at www.riseadvisorsgroup.com.
