💼 About This Role

You'll serve as the primary administrative contact for outside investment advisors, ensuring accurate execution of account administration and transaction processing. You'll build strong relationships with advisors, anticipating needs to support long-term client satisfaction. This role offers direct exposure to high-net-worth clients and a collaborative team culture.

🎯 What You'll Do

• Serve as primary contact for outside investment advisors and clients.
• Authenticate and approve transaction requests per firm policies.
• Provide onboarding experience for new custody relationships.
• Monitor account alerts and maintain client documentation.

📋 Requirements

• 5+ years in client services at a wealth management firm.
• Bachelor's Degree or equivalent work experience.
• Proficiency in Microsoft Office applications.

✨ Nice to Have

• Prior experience in wealth management or private banking.
• Knowledge of investment account types and products.

🎁 Benefits & Perks

• 🏖️ 401(k) with company match
• 🏖️ Tuition Reimbursement
• 🏖️ On-premise fitness center
• 🏖️ Pre-tax transportation options
• 🏖️ Referral bonus