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Client Service Associate

Company: Glassy Mountain Advisors, Inc.
Location: Bethesda
Posted on: June 22, 2022

Job Description:

Position: - - - - - -Client Service AssociateLocation: - - - -Bethesda, MD (hybrid)Contact: - - - - - -Careers@GlassyMountainAdvisors.comBusiness Overview ( in 2021, Glassy Mountain Advisors is a startup wealth management firm providing investment management and financial planning services primarily to individuals and families. The firm has approximately $235 million[1] in assets under management and intends to increase the number of clients served and assets under management significantly in the coming years. We typically work together in our Bethesda offices 1-2 days a week for meetings, team lunch, and regular community service. We are seeking talented and motivated people to join our team, currently three people, and help us grow our firm. -Position Summary:The Client Service Associate will ensure a positive client experience with our firm by anticipating, responding to, and processing client requests and assisting with administrative and operational functions of the firm. -Career path includes potential advancement to more senior client service or operations role.Duties:
--- - - - - -Work directly with clients as day-to-day contact person for service issues and inquiries

  • Manage interactions with custodians (Fidelity and Schwab), including:
  • Onboarding of new clients, including opening of new accounts and processing of account transfers
  • Transactions in client accounts such as contributions, withdrawals, charitable transfers, administrative changes (address, beneficiaries, etc.)
  • Prepare materials for client meetings and reports
  • Send client and prospect communications including email campaigns
  • Maintain and update systems and databases including CRM, portfolio management system, files, website, and blog
  • Provide support for business development activities
    --- - - - - -Assist advisors in daily business practices including telephone coverage, business travel arrangements, meeting coordination, and file and calendar maintenance
    • Assist in developing and implementing processes and procedures that enhance accuracy and improve efficiency
    • Provide other operational and administrative support to the firm -Required Skills and Experience:
      • Previous work experience in financial services preferred, but not required
      • Bachelor's degree required
      • Excellent attitude and extraordinary client service orientation
      • Outstanding verbal, written, and interpersonal communication skills
      • Proven organizational and time management skills
      • Demonstrated quantitative skills and attention to detail
      • Ability to contribute in a team environment
      • Strong computer abilities including proficiency with Microsoft OfficeCompensation: Competitive and commensurate with experience and qualifications[1] As of June 7, 2022

Keywords: Glassy Mountain Advisors, Inc., Bethesda , Client Service Associate, Other , Bethesda, Maryland

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