Client Service Assoicate and Admin

Modera Wealth Management•McLean, VA

9d•$55,000 - $78,000

About The Position

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses. Job Overview: We are looking for a Client Service Associate & Admin in Charlotte, NC to support the office advisors and their clients, while also performing general administrative tasks as needed.

Requirements

Associate’s Degree, at a minimum
Entry level limited finance industry experience
General finance and custodian knowledge
Strong sense of professionalism and discretion required
Proven analytical and problem-solving skills
Working knowledge of planning strategies and solutions
Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
Excellent written and verbal communication skills
Actively engages as a team member
Adaptability and flexibility
Client first attitude

Responsibilities

Assist Client Service Specialists (CSS) by corresponding with clients (electronically and verbally), with opening new accounts, processing money movements such as check requests, internal journals, and ACH transfers, liaise with custodians, accountants, and other professionals, etc.
Responsible for the accuracy and timeliness of work, including documenting, completing, and tracking completion of client related tasks and properly updating system software with client and other related information.
Assist CSS in preparation for client/prospect meetings. This includes putting together folders with agreements, agendas, reports, and any other documents the Advisor may need for their meeting.
Organize, scan, and maintain client paperwork.
Support Office Administration in greeting clients and visitors, screening and transferring calls.
Cover tasks and responsibilities for other CSS/CSA when they are out of the office.
Multi-task, organize and complete all other projects as assigned by management, prioritize projects, client needs and office procedures.
Screen and direct all inbound phone calls and take messages as needed; greet and accommodate guests
Manage all tasks related pertaining to the office environment including tracking/ordering supplies, organizing company documents and maintaining office appearance
Assist with planning and coordination of client events
Consistently maintain a high standard of customer service.
Preserve client confidentiality.