Client Administrator

The Client Administrator works with and supports client service teams in providing exceptional wealth management, investment advisory and estate / trust services to firm clients. The Client Administrator serves as the general knowledge base on all operational aspects of client service. In addition, the Client Administrator shares best practices and resolves issues by being actively involved with client service teams.

Responsibilities

• Provide timely, proactive and exceptional service to all clients; maintain a thorough understanding of client expectations and family dynamics
• Manage and respond to day-to-day inquiries and interactions with clients and the client service teams
• Processing account service requests including distributions, deposits, post wires and ACH transactions (including tax deadlines)
• Provide transactional and operational support for Nashville Family Office services
• Serve as the client service team liaison with the operations team and custodians
• Coordinate client tax, trust, estate and personal issues with CPAs, attorneys, insurance agents and other service providers
• Manage and process required minimum distributions (RMDs) from retirement accounts
• Manage client contact information and documents in client relationship management (CRM) and document management systems
• Coordinate and ensure completion of client or firm-specific projects, as necessary (may involve multiple parties and areas of the office, firm or third party resources)
• Maintain strict confidentiality of client and company information

Qualifications

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