Client advisor • washington dc
Client Service Associate - West Financial Services - Registered Investment Advisor.The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Servic...Show more
If you’re looking to grow in the world of art, furniture and fine art logistics and you have a passion for it, then we may have the perfect role for you!.We are seeking a talented and driven Client...Show more
We are seeking a talented individual to join our team at Marsh as a.New York, NY, Philadelphia, PA or Washington DC.This is a hybrid role that has a requirement of working at least three days a wee...Show more
YES Career Coaching & Resume Writing Services.Client Success Advisor (Inbound Sales Contractor)—Immediate Engagement.Can you crush it in a 100% commission-only, high-ticket Zoom closing role?.Do yo...Show more
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more
Jim Coleman Automotive is a 3rd generation family-owned dealership founded in 1968 by Mr.The Coleman family has been selling and servicing cars in the DMV since the 1950s.Coleman had a vision of es...Show more
As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.Why choose Henley...Show more
At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show more
Semafor is a global news platform for an increasingly complex world in which consumers are overwhelmed by too many news sources and unsure what to trust.We are building Semafor to enable world-clas...Show more
Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo...Show more
Kickstart Your Career as a Client Rep!.Calling all recent grads & ambitious go-getters!.Want a job where you can meet new people, make a difference, and have fun doing it? Join our team as a Client...Show more
Joining Henley & Partners As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship ...Show more
AO Globe Life is hiring professionals to meet virtually with clients and help them access personalized coverage solutions.This fully remote role allows you to work from anywhere in the United State...Show more
Associate Client Advisor (ACA) Business Development.Every firm has a culture the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA.But the truly inspiring fir...Show more
Work From Home - Client Benefits Advisor.This might be what you’ve been looking for.Seeking individuals who are ready to take control of their schedule and income by helping clients who have alread...Show more
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more
At Cresa, we believe our clients deserve better.A better space to work, create, build, grow.A better outcome for their people and organization.A better partner who puts their needs first, helping t...Show more
We appreciate your interest in employment with Barry’s! Barry’s is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of ...Show more
The average salary range is between $ 46,802 and $ 126,169 year , with the average salary hovering around $ 62,436 year .
The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies.
Position Accountabilities
Serves as liaison between the client, West Financial Services, and the custodian. Provides support to Relationship and Portfolio Managers, senior management, and the Director of Client Services as it relates to client relationship building and maintenance. Tracks and processes ad hoc client requests, answers client questions and takes initiative to research and find a solution to problems and requests. Proactively communicates with clients to anticipate needs in an effort to ensure seamless client service and support to the relationship. Calculates and processes Required Minimum Distributions (RMDs), charitable contributions and estate distributions.
Works with the client to open and fund accounts, using electronic processes whenever possible; ensuring that all required documentation is received and processed without error. Accurately set-up/review accounts and relationships in portfolio reporting, rebalancing and Salesforce.
Prepares reports for presentation at client meetings. Participates in the quarterly billing cycle by running the statements, verifying the accuracy of the data, distributing the statements to the clients, and uploading the management fees to the custodian. Runs ad hoc reports as requested.
Organizational Relationship
This position reports to: Director of Client Services
Position Qualifications
Education & Experience
Knowledge & Skills
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
