Client Service Associate

Job Description

Job Description

Job Summary :

Serves as a dedicated support partner for one or more Advisors, managing day-to-day client communications, preparing for client meetings, and coordinating follow-up actions to ensure a

seamless and proactive client experience. This role is crucial in facilitating the Advisor's ability to focus on high-level planning and relationship building.

Job Responsibilities :

• Perform clerical functions related to opening client accounts and ongoing account maintenance based on client preferences and requests.
• Provide same-day responses to client requests.
• Tracking and monitoring incoming assets and reconciling as needed.
• Work with the Financial Advisor(s) and the client in obtaining required documents for the account opening process.
• Demonstrate operational proficiency of Sage Mountain's technology systems by processing correctly both the day-to-day business items and the ad hoc research needs within the client dictated time frames.
• Perform money management related requests such as wires, ACH, journals, dividend reinvestment, cash management.
• Identify situations that need to be brought to the attention of the FA(s) when necessary.
• Track, monitor and distribute tax documents and other requests made by the client's personal advisory team, such as CPA, lawyer, and other family office staff.
• Meet deadlines for Alternatives Investments to include completion of Subscription Documents and Capital Calls.

Qualifications :