Location: Newton,MA, USA
Organization
RWA Wealth Partners is a boutique wealth management firm that delivers a personalized experience to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations.
With over $16 billion in client assets under management, we also have the heft and size to combine our boutique experience with the world-class capabilities our clients expect and deserve. Our team of professionals operates from eight offices across the nation, delivering exceptional financial planning and wealth management solutions to over 6,000 clients.
We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners.
Role Overview
The ideal candidate will have a passion for white glove client service, attention to detail, and empathy for existing and new client relationships. The Client Service Associate will be an invaluable team member assisting with managing all aspects of client relationships.
Responsibilities
* Assist clients and advisers with the onboarding of new client assets, account maintenance for existing clients including account applications, transfer of assets and client cashiering needs.
* Follow internal compliance guidelines for industry SEC requirements of new and existing client accounts.
* Partner with custodian relationships to provide detailed proactive follow through for all client relationships.
* Communicate clearly via phone, Zoom, email and written correspondence to help establish and maintain quality client relationships.
* Create detailed Investment Proposals and presentation materials for prospects and clients.
* Work closely with internal Operations and Accounting to ensure accurate client account reporting.
* Complete ad hoc special projects as assigned and answer phones.
Education, Experience and Qualifications
* Bachelor's degree, co-op and or work experience in the RIA or mutual fund industry
* Customer service, communication, and writing skills
* Attention to detail, multitasking and a collaborative nature
* Proficient at Salesforce, DocuSign, Excel, PowerPoint, and Word is a plus
Compensation
The anticipated base salary range for this position is $60,000.00 - $70,000.00. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions.
RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
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