Cassaday & Company, Inc. · 8 hours ago
Client Services Associate
McLean, VA
Full-time
Remote
Entry Level
1+ years exp
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Responsibilities
Build sustainable relationships and trust with clients through open and interactive communication.
Take ownership of client issues and follow problems through to resolution in a prompt and courteous manner.
Improve client experience in order to facilitate organic growth of the firm.
Provide thoughts and feedback on Client Service department operational procedures, including making recommendations for increased efficiency within current processes.
Actively document all notes and action items during Client Services team meetings; ensure all commitments made are completed in a timely manner.
Maintain strong relationships with back office and other investment company vendors.
Successfully manage a high volume of emails, calls, and/or tasks with a positive attitude, including but not limited to:
Establishing client profiles and opening new accounts.
Tracking and reporting on incoming, outgoing, and internal asset transfers.
Preparing authorization documents for establishing and updating accounts.
Ensure regulatory compliance is followed.
Process Required Minimum Distributions.
Assist staff and clients with troubleshooting EQUIPT issues
Assist internal staff and external clients in managing ongoing changes on broker-dealer site.
Write and edit client and internal communications within the CS team, based on support and guidance from team Directors
Local banking, including logging received checks and depositing at the local bank.
Perform other duties and responsibilities as assigned.
Qualification
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Required
1-2 years’ experience in the wealth management industry in a client service position.
Comprehensive knowledge of financial industry.
Proficiency in Microsoft Suite tools (Outlook, Excel, and Word).
High level of service orientation, exceptional interpersonal skills, and the ability to interact with individuals at all levels of the organization.
Excellent organizational skills to prioritize and complete work efficiently.
The ability to manage multiple responsibilities and requests with competing deadlines in a fast-paced and high-performance work environment.
Strong verbal communication skills to express ideas and thoughts in a clear, professional manner.
The ability to exercise independent judgement with minimal supervision and maintain a high degree of confidentiality regarding client affairs.
Professional, service-oriented demeanor with pleasant, business-appropriate phone manners.
Effective problem-solving skills to resolve routine client questions.
The ability to follow instructions, including a strong adherence to meet deadlines.
“Team player" mindset, willingness to do whatever is needed, big or small.
Preferred
Series 7 license preferred.
Experience using CRM system (Tamarac preferred).
Benefits
Healthcare options, including medical, dental, vision, life, and disability insurance, with majority of premiums paid by the firm
401(k) options
Paid time off
Telework options
Health & Wellness Program, including: paid gym membership, quarterly & annual employee wellness events
Paid parking in covered garage, OR monthly public transit subsidy
Tax-free Dependent Care Assistance and Education & Tuition Assistance programs
Company-sponsored employee appreciation events
Company
Cassaday & Company, Inc.
After 16 years of working for Wall Street firms, Stephan Cassaday abandoned the traditional Wall Street model and founded Cassaday & Company, Inc.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Stephan Cassaday
Founder, Chairman & CEO,
Allison Felix, MBA
Managing Partner & COO
Company data provided by crunchbase
