Client Service Representative
Convergent Wealth Advisors is a recognized industry leader in wealth management, providing customized wealth advisory services to institutions and high net worth clients. Headquartered outside of Washington, DC, Convergent also has offices in Los Angeles, New York, and Portland (OR). We have an immediate need for an experienced Client Service Representative in our DC based headquarters in our Independence group.
ESSENTIAL FUNCTIONS:
The Client Service Representative will be responsible for the following:
• Performing data gathering with clients, opening new client accounts, processing trades and cashiering requests along with monitoring the transfer of assets.
• Setting up new account information into CRM and updating records as information is provided from each team member/IMA.
• Maintaining orderly client records in COINS and CRM, documenting details, in accordance with Company's compliance rules and regulations.
• Assisting Advisors in developing trade and transfer plans for initial investment and reallocation of client and prospective client portfolios.
• Ensuring all client calls are answered with a high level of personal touch and routed to appropriate associates.
• Contacting and responding to client and associate requests for statements, account information, cash distributions and performance reports.
• Completing special projects as required.
• Completing administrative tasks as needed.
POSITION REQUIRES:
• BS/BA Degree Required
• Minimum of five (5) years of Financial Advisory, Brokerage, or Banking experience is required.
• Series 65 or successful completion required within 120 days of employment.
• Outstanding organizational skills and the ability to work effectively in a fast paced environment.
• Exceptional service orientation and prioritization skills.
• Extreme attention to detail and high level of accuracy with work product.
• Ability to effectively work in a team environment, building a spirit of cooperation, and sharing knowledge and skills with others.
• Strong negotiation and problem solving skills.
• Excellent verbal and written communication skills.
Convergent Wealth Advisors is an equal opportunity employer. We offer a comprehensive benefits package along with an entrepreneurial work environment.
See Job Description
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