🛠 Tech Stack

💼 About This Role

You'll support day-to-day account operations and administrative functions for a privately owned investment think tank. Your core impact is ensuring exceptional service delivery to clients by handling cash contributions, distributions, and account inquiries. This role offers exposure to wealth management within a collaborative team environment.

🎯 What You'll Do

• Process cash contributions and distributions with compliance and accuracy
• Handle client calls to resolve routine transactions and service requests
• Monitor daily cash positions and reconcile account discrepancies
• Utilize CRM and trust accounting systems for account maintenance

📋 Requirements

• 1-2 years of experience in client services
• Bachelor's degree or equivalent work experience
• Proficiency in Microsoft Office

✨ Nice to Have

• Experience in wealth management or financial services
• General knowledge of investment products
• Prior client support role experience

🎁 Benefits & Perks

• 🏖️ Health/Medical Insurance including Dental and Vision
• 💰 401(k) with company match
• 📚 Tuition Reimbursement
• 🏋️ Complimentary fitness center
• 🍽️ On-premise dining discounts

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Offer· N/A