Responsibilities

• Lead client onboarding and account transitions, ensuring accuracy and completeness of all paperwork
• Respond to client inquiries and coordinate issue resolution with custodians, TPAs, and internal teams
• Monitor client satisfaction and identify opportunities to enhance service delivery
• Track service timelines, reviews, renewals, and compliance requirements
• Serve as primary administrative support to advisors
• Prepare client reviews, investment updates, and reporting materials
• Maintain CRM (Redtail) and client documentation
• Track transfers (ACATs, annuities, asset movements) and follow up on status
• Develop and maintain documented workflows and internal processes
• Prepare performance reports, benchmarking analysis, and fiduciary documentation

Requirements

• Strong understanding of financial services and securities industry regulations
• Excellent analytical, organizational, and time management skills
• Strong attention to detail and accuracy
• Exceptional interpersonal and communication skills
• Proficiency in CRM systems, marketing platforms, and Microsoft Office tools
• Ability to manage multiple priorities under tight deadlines
• High level of professionalism and client service orientation
• Highly organized and detail-oriented
• Proactive and solutions-driven
• Strong collaborator and communicator

Benefits

• 401(k) with Employer Match
• Health Insurance (with HSA option)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Paid Time Off Policy
• Flexible Spending Account (FSA)
• Healthy Work/Life Balance
• Paid Parental Leave
• Remote Work Opportunity