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Client Service Associate

Company: RBG Wealth Advisors LLC
Location: Memphis
Posted on: June 25, 2022

Job Description:

RBG Wealth Advisors is a locally owned, fee-only, independent wealth advisory firm based in Memphis. RBGWA was created through a strategic partnership with RBG PLC, an accounting firm with a reputation for providing exceptional professional services for more than 100 years.
We are seeking a qualified individual to join the firm as a Client Service Associate. The Client Service Associate will join a team of wealth management professionals who service the investment management and financial planning needs of high-net-worth individuals, families, and institutions. We challenge and inspire our people and clients to achieve their goals while creating lasting legacies. The ideal candidate will have the skills and experience outlined below.
Job SummaryThe Client Service Associate assists the firm and its advisors with the operational needs of the firm and its clients. This is accomplished through ongoing communication, exceptional client service, and outstanding operational support. The Client Service Associate will often serve as the first point of contact and main line of communication for RBG Wealth Advisors and its clients.
Duties & Responsibilities

  • Handle all administrative requests and queries from leadership
  • Organize and schedule all incoming and recurring meetings and appointments
  • Respond to routine client requests via phone, email, and/or other contact methods
  • Monitor daily custodial alerts including, but not limited to, cash management, account updates, trading, and resolve open items accordingly
  • Record client inquiries including service changes, new account opening, money movement, trading, etc. in client relationship summary software
  • Prepare custodian paperwork, facilitate account updates, and communicate with clients on status requests
  • Assist in the preparation of scheduled reports
  • Meet regularly with advisors to prioritize workload, provide timely updates on client service items and escalates potential issues when appropriate
  • Assist with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational tasks
  • Participate in team meetings and collaborate with operation leadership team on projects and/or initiatives designed to streamline firm policies and procedures
  • Other duties as assigned, including, but not limited to, administrative tasks such as scanning, processing mail, and answering phones for the office.
    Qualifications & Skills
    • Bachelor's Degree
    • Working knowledge of Windows Operating systems & Microsoft Office Suite
    • Highly service oriented
    • Team player and collaborative
    • Well-developed interpersonal and communication skills
    • Strong attention to detail and accuracy
    • Ability to multi-task and quickly switch priorities when necessary
    • Must be organized and efficient

Keywords: RBG Wealth Advisors LLC, Memphis , Client Service Associate, Other , Memphis, Tennessee

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