Client Officer
- Support the Wealth Advisor with their client growth and retention goals, which are firm-wide goals.
- Build strong relationships with clients and become a point of contact for their client service needs.
- Obtain deep understanding of all business processes and policies to serve as the subject matter expert for your team.
- Coordinate with other team members such as the Client Officer and Admin Team on all client deliverables such as account opening and account maintenance.
- Meet with the Wealth Advisor and Client Officer team regularly to provide status updates on client requests, Client Officers are responsible for keeping the team organized and informed.
- Oversee all processing life cycles for account opening, account maintenance, and money movement to ensure timely and accurate execution.
- Participate in financial planning related activities which includes data entry in eMoney, attend or schedule planning meetings, and prepare meeting materials.
- Enhance the client relationship by proactively engaging the client and following up on in progress items such as paperwork, ad hoc requests, and planning related items.
- Execute and verbally confirm money movement requests for clients including but not limited to wires, journals, EFTs, checks; and work closely with the Wealth Advisor to ensure all client’s Required Minimum Distributions are met.
- Maintain client data in Salesforce for workflow processes such as account opening and onboarding, money movement, or offboarding; ensure all required information is provided by the client for quality control.
- Work directly with clients on high level and complex requests such as estate re-registrations.
- Follow internal compliance guidelines for industry SEC requirements of new and existing client accounts.
- 5+ years’ experience in a wealth management role
- Actively pursuing or aspiring to get CFP designation a plus
- Series 65 or similar financial industry exams
- A Bachelors' Degree in a business-related discipline
- Excellent verbal and written communication and presentation skills
- Excellent attention to detail, organizational skills, and ability to multi-task
- Excellent analytical, technical and problem-solving skills
- Proficient at Salesforce, DocuSign, eMoney, Orion, Excel, PowerPoint, and Word
- Knowledge of Fidelity and Schwab platforms a plus
- Proven track record of working with a high performing team
- Ability to work in a fast paced and growing environment
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