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RWA Wealth Partners · 5 days ago

Private Wealth Client Officer

Newton, MA

Full-time

Onsite

Senior Level

$80K/yr - $120K/yr

5+ years exp

RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth. The Private Wealth Client Officer is responsible for enhancing client relationships through excellent service, overseeing client accounts, and coordinating with team members to ensure client needs are met.

ConsultingFinancial Services

Responsibilities

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

Qualification

Wealth management experienceCFP designationSeries 65Salesforce proficiencyEMoney proficiencyDocuSign proficiencyExcel proficiencyPowerPoint proficiencyWord proficiencyMulti-taskCommunicationAttention to detailOrganizational skillsProblem-solving skillsTeam collaborationFast-paced environment