Aux Talent ยท 1 hour ago
Senior Client Services Associate
United States
Full-time
Remote
Senior Level, Lead/Staff
$90K/yr - $110K/yr
10+ years expAux Talent is a female-led boutique HNW RIA firm catering to senior executives and professionals. They are seeking a Senior Client Services Associate to provide administrative and relationship management support, ensuring excellent customer service to clients.
Staffing & Recruiting
Hiring Manager
Hannah Corden
Responsibilities
Fulfill duties related to client service, including completing, sending & executing client transfer forms, authorization letters, and money movement transactions
Onboard new client accounts
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation are up to date
Vendor management of outsourced business functions (HR/Payroll)
Perform administrative duties that support Advisor in daily business practices, including phone coverage, business travel arrangements, managing receipt tracking, coordination of client meetings, and calendar maintenance
Qualification
Required
10+ years of experience in a Client Service/Administrative capacity (out of an INDEPENDENT RIA firm) supporting Financial Advisors
Experience using Charles Schwab platform required
Exceptional accuracy and attention to detail
Professional written and verbal communication
Ability to take initiative and work independently
Strong problem-solving skills and resourcefulness
Proficient with Word and Excel
Benefits
Bonus
Profit sharing
Comprehensive benefits
Company
Aux Talent
Aux Talent is a female-founded recruiting partner that helps organizations build high-performing teams across all core business functions, including: Operations, Marketing, Sales, HR, Finance, and Administration.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Gabrielle Obeji
Co-Founder and Partner
Hannah Corden
Co-Founder & Partner
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