Manage client requests, onboarding, and account transfers while assisting advisors with meeting preparation and follow-up. Oversee annual service workflows and private equity administration, including subscription agreements and wire requests.
RIA Recruiting
4 Remote Job Openings at RIA Recruiting
The role involves managing daily client service requests, onboarding, and advisor workflows to ensure smooth business operations. Additionally, the associate will handle financial paperwork, payroll via Gusto, and internal process improvements reporting to the CEO.
Provide high-quality service to clients by managing requests, processing account paperwork, and coordinating meeting logistics. Maintain client data within the CRM and financial planning software while acting as the primary point of contact for Schwab.
Provide high-quality client service and execute back-office operations including account opening and money movements. Assist the Financial Advisor with meeting preparation, follow-up tasks, and calendar management.
