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Private Client Services Representative, Associate

Company: Robert Half
Location: Boca Raton
Posted on: January 12, 2022

Job Description:

Robert Half is partnering with an established wealth management firm looking to add to their Boca Operations. The Private Client Services Associate enhances the client experience by providing exceptional client service through administrative and operational support to one or more Wealth Advisors. Client Services Associates work in a complex, team-oriented and fast paced environment to deliver comprehensive investment and wealth strategies to clients.
To be considered, please send your resume to Stacey.Lyons@Roberthalf.com.
Duties and Responsibilities:--- Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients --- Liaise with custodian partners and internal departments --- Assist with the preparation of alternative investment paperwork with high level of accuracy --- Provide exceptional client service by responding to client requests, inquiries, and transactions such as money movement and transfer requests --- Maintain detailed client records across firm relationship management systems --- Support the team's overall strategy by preparing reports, marketing and other materials for client meetings --- Adhere to firm's control policies and procedures--- Regularly seek opportunities to engage with peers to collaborate on best practices Qualifications and Desired Skills: --- Bachelor's degree --- Minimum of 2 years professional experience, industry or relevant internship experience --- Strong attention to detail --- Exceptional interpersonal and client service skills --- Superior verbal and written communication skills --- Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items --- Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel --- Ability to adapt to a rapidly changing and fast paced business environment --- Proven ability to operate effectively and work under pressure with tight deadlines --- Team player and a desire to collaborate with others
To be considered, please send your resume to Stacey.Lyons@Roberthalf.com.

Keywords: Robert Half, Boca Raton , Private Client Services Representative, Associate, Sales , Boca Raton, Florida

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