William Joseph Capital Management, Inc. · 1 day ago
Client & Advisor Service
United States
Full-time
Remote
Entry, Mid Level
$55K/yr - $55K/yr
1+ years expWilliam Joseph Capital Management is a growing advisor-focused wealth management firm seeking a detail-oriented and proactive New Account Specialist to support financial advisors and enhance client experiences. The role involves managing client requests, executing account maintenance, and coordinating onboarding processes while maintaining organized documentation and workflows.
ConsultingFinancial ServicesWealth Management
Responsibilities
Be the first line for client requests: scheduling, status updates, document handling, and follow‑ups
Execute money movement (ACH/wires/checks) and routine account maintenance with proper approvals
Answer non‑investment account questions (balances, holdings, statements) and enroll clients in portals/e‑signature
Prepare meeting materials and post‑meeting follow‑ups; track action items to completion
Manage calendars, invites (with Zoom/Teams links), agendas, and light travel/expenses
Keep files organized (scan, name, and store docs); maintain clean notes and tasks in CRM
Coordinate advisor and client onboarding from “paperwork out” to “day‑one ready”
Keep CRM and SharePoint workflows current; ensure nothing slips through the cracks
Support proposal/packet assembly and standard reporting (no investment advice)
Triage support questions and share “how‑to” tips that make advisors more effective
Qualification
Required
1–3+ years in a client service or advisor support role (RIA/wirehouse/bank)
Strong organizational, communication, and interpersonal skills
Experience with Docusign, CRM systems, SharePoint, and Microsoft 365
Familiarity with custodians, money managers, and investment concepts
Ability to manage multiple priorities and meet time-sensitive deadlines
Passion for advisor and client success
Preferred
Bonus if you've used Redtail (or similar CRM), Black Diamond, Schwab Advisor Center, AssetMark/Adhesion
Licenses not required; willingness to pursue in the future is a plus
Benefits
Retirement
Medical Reimbursement
Work-life balance
PTO benefits
Company
William Joseph Capital Management, Inc.
At William Joseph Capital Management, Inc., we pride ourselves on being a fully independent investment advisory firm.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase