Client Service Associate

Client Service Associate

Founded in 1952, RubinBrown LLP is one of the nation's leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value.

RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships.

The Client Service Associate is responsible for managing day-to-day client relationships, would serve as the liaison between clients, and the lead advisor in addition to being the lead advisor's go-to team member for servicing clients. They would handle all requests from Client and team members pertaining to account administration.

Major Responsibilities :

• Become proficient in executing tasks (trades, disbursements, account onboarding, account maintenance, etc.) with our custodian, Charles Schwab, on behalf of our clients.
• Complete 100% of action items related to client in a timely manner
• Prepare and update Financial Plans
• Review and summarize Estate Plans
• Prepare client portfolio review meeting documents
• Attend client meetings with the Lead Advisor
• Document meeting notes and work with Lead Advisor execute tasks driven from the client meetings
• Build relationships with clients and RubinBrown team members
• Maintain current client information in all existing databases
• Prepare all account paperwork and check pending account maintenance items
• Manage / oversee new client onboarding process
• Schedule and / or attend client meetings
• Preparing standard client reports and draft agenda items as needed
• Assist in preparing financial plans for existing and prospective clients.
• All other duties, as assigned

Preferred Experience / Background / Skills :

Working Conditions :

Qualifications :

Preferred : Bachelors degree in Finance, Business Administration, Accounting or related field.

To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity / affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

EEO Employer W / M / Vet / Disabled