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Client Services Associate - Onboarding
Client Services Associate - OnboardingCassaday & Company, Inc. • Mc Lean, VA, US
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Client Services Associate - Onboarding

Client Services Associate - Onboarding

Cassaday & Company, Inc. • Mc Lean, VA, US
14 days ago
Job type
  • Full-time
Job description

Overview

As a member of Cassaday & Company, a top wealth management firm in the country and Virginia's #1 financial advisor, you will join our team as a member of the Client Services Department. This position supports the firm by assisting new clients who are in the process of transferring their assets into Cassaday and Company, making the process as smooth as possible. This position reports directly to the Director of Onboarding Strategies, and has daily interaction with senior executives, internal departments, and our clientele.

Position offers top benefits and salary commensurate with credentials and experience.

Responsibilities

  • Independently manage the account consolidation process of 30+ households at a time for new clients in the onboarding process through :
  • Establishing client profiles, opening new financial accounts, and preparing validation documents tailored to fit company specific formats.
  • Working with clients, our broker-dealer, and contra firms to initiate, monitor, and reconcile incoming account transfers.
  • Communicating action items, consolidation progress, and next steps to directly to clients on a daily basis.
  • Maintaining a flow of communications internally on consolidation progress.
  • Auditing the work of requests submitted to other institutions timely and accurate completion.

Requirements

  • 2 years of experience in the wealth management industry
  • Knowledge of standard account transfer systems and how to utilize them
  • Knowledge of typical account registrations and the function, restrictions, and features of each
  • High level of service orientation, exceptional interpersonal skills, and the ability to interact with individuals at all levels of the organization
  • Excellent organizational skills to prioritize and complete work efficiently
  • The ability to manage multiple responsibilities and requests with competing deadlines in a fast-paced and high-performance work environment
  • Strong verbal communication skills to express ideas and thoughts in a clear, professional manner
  • The ability to exercise independent judgement with minimal supervision and maintain a high degree of confidentiality regarding client affairs
  • Professional, service-oriented demeanor with pleasant, business-appropriate phone manners
  • Effective problem-solving skills to resolve routine client questions
  • The ability to follow instructions, including a strong adherence to meet deadlines
  • "Team player" mindset, willingness to do whatever is needed, big or small

    • About Us

    Cassaday & Company manages over $6 billion in assets for approximately 3100 households.

    Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron's, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.

    Benefits

  • Healthcare options, including medical, dental, vision, life, and disability insurance, with majority of premiums paid by the firm
  • 401(k) options
  • Paid time off
  • Telework options
  • Health & Wellness Program, including :

    • paid gym membership

  • quarterly & annual employee wellness events
  • Paid parking in covered garage, OR monthly public transit subsidy
  • Tax-free Dependent Care Assistance and Education & Tuition Assistance programs
  • Company-sponsored employee appreciation events

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    Client Service Associate • Mc Lean, VA, US