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Cary Street Partners · 5 days ago

Client Service Associate

Charlottesville, VA

Full-time

Onsite

New Grad, Entry Level

Cary Street Partners is a financial services firm seeking a Client Service Associate to support their Wealth Management Team. The role involves providing administrative support to Financial Advisors, managing client accounts, and assisting with various client operations tasks.

Asset ManagementVenture CapitalWealth Management

Responsibilities

Masters custodial, portfolio management, and customer relationship management software and platforms

Maintains various aspects of client accounts including opening new accounts, processing, submitting, and filing documents

Provides client operational support, including getting the client online, and executing money movement

Handles alerts and action items from broker/custodial platforms

Assists with data entry into the planning software provided by the firm

Schedules client meetings, maintains Advisor’s calendar, and books conference rooms

Assists with monitoring client portfolios for cash and investment needs

Masters portfolio rebalancing software and enters trades to rebalance portfolios, raise cash, and invest cash as needed

Supports Financial Advisor by preparing correspondence and commentary, client proposals, presentations, and spreadsheets

Assists with client presentations, including preparing, assembling, and proofreading various documents for client books; PowerPoint, and Excel documents for presentations; and marketing materials and various forms

Performs various administrative functions; answering and directing incoming telephone calls; opening and sorting incoming mail; preparation of outgoing US mail, courier, or delivery service packages, ordering of supplies; and equipment maintenance

Assists with seminars through preparation and maintenance of attendee list, preparation and mailing of invitations, and maintenance of responses, and vendor relations concerning orders and logistics

Performs various clerical duties including copying, printing, assembling, and binding of material for special projects as needed

Organizes client files and securely handles confidential material

Maintains information in the contact management system

Qualification

Financial services experienceMicrosoft Office proficiencySeries 65 licenseCertified Financial Planner (CFP)Client service orientationOrganizational skillsInterpersonal skillsWritten communicationVerbal communicationTeam collaboration