Client Service Associate

Description

COMPANY OVERVIEW: Muirwood Private Wealth is an independent wealth management firm serving individuals, families and businesses. We are committed to understanding clients’ goals, resources, and challenges to create custom financial plans and implement investment strategies that allow clients to lead fuller lives with peace of mind. As we grow, we are looking for a Client Service Associate who values a client-first approach and thrives in a fast-paced, collaborative environment.

https://www.muirwoodpw.com/ 

JOB SUMMARY: The Client Service Associate will provide administrative and operational support to our team of financial advisors, ensuring a smooth client experience. The ideal candidate will have a background in financial services, strong computer skills, and a solution-oriented mindset.

KEY RESPONSIBILITIES:

· Client & Account Maintenance: Manage client data in Wealthbox CRM, ensuring accuracy, timely processing of client requests, and up-to-date compliance documentation.

· Client Onboarding: Assist with onboarding new clients by gathering documents, completing paperwork, and directly communicating with clients to ensure all necessary information is obtained.

· Administrative Support: Assist the team with daily tasks such as phone coverage, meeting preparation, filing, money movement, and delivering client reports and statements.

· Communication: Communicate with clients and their professional advisors regarding account updates, tax documents and planning data.

· Project Support: Help with various projects, including tax document organization, data reports, and compliance updates.

Requirements

QUALIFICATIONS:

· Problem Solving: Use available resources to resolve client issues efficiently and proactively seek opportunities to support the team.

· Task Ownership: Keep an organized list of tasks, prioritize effectively, and communicate with the team on progress and new items.

· Willingness to Learn: Participate in training and education to stay current on industry knowledge and compliance requirements.

· Experience: 3+ years of financial services experience (preferably with Charles Schwab and/or an RIA firm)

· Technical: Proficiency with Microsoft Office 365 (Outlook, Word, Excel) and CRMs

· Education (preferred): Bachelor’s degree

· Securities Licenses (preferred): Series 7 and 66 (or 63/65)