About Northeast Private Client Group
Northeast Private Client Group is a boutique financial services advisory firm. We are key business strategists and critical thinkers. We help entrepreneurs and professionals create real wealth and, in most cases, multigenerational wealth.
We founded our business on the simple idea that the best way to help a client achieve financial balance is through careful listening and active engagement, by a multi-disciplinary team.
Focused through our clear mission and aligned through our core values, we strive to build longstanding relationships by delivering excellence every day.
About the Opportunity
NEPCG is seeking a Client Service Associate to support the onboarding of new clients and servicing operations of existing clients. The ideal candidate must be detail-oriented, have excellent communication skills, and possess a keen sense of prioritization, organization, and thrive in a high-paced entrepreneurial organization. Industry experience is preferred but not required.
Specific duties include but are not limited to:
- Serve as the first point of contact for client requests and services
- Accurately prepare, complete, and review account paperwork
- Process account onboarding forms, confirming client information is correctly entered at the custodial level as well as the firm s CRM
- Respond to and manage client inquiries. Troubleshoot and research any account issues that arise
- Communicate with clients at a high level in a clear, courteous, and responsive manner through email, phone, and mail
- Input prospect clients, current clients, and account information into the firm s CRM accurately by following the firm s established procedures
- Maintain contact with clients and custodians to ensure that all accounts have been opened and transfers have been completed
- Assist clients in rolling over funds from qualified retirement plans, including initiating contact with the plan sponsor/administrator, aiding in paperwork questions, and following up with clients once funds are received
- Ensure all applicable clients satisfy their required minimum distributions from qualified retirement plans
- Report to the Chief Investment Officer and other management personnel as required/requested for the completion of various investment-related tasks
- Guiding team members as needed in the successful completion of Alternative Client Support processes, deliverables, and or improvements
- Perform special projects as needed
Required Skills
- A high degree of accuracy and attention to detail
- Strong problem-solving skills
- Dedicated team player with strong communication skills to use information from different sources to accomplish tasks
- Ability to organize, multitask, and prioritize in a deadline-driven environment and day-to-day cycle workflow.
Education, Training & Experience
- A bachelor s degree in business, finance, economics, or a related field is preferred
- Strong understanding of MS Office suite, with an emphasis on Word and Excel
- Past industry experience is preferred but not required
- Knowledge of software NETX360, Envestnet, SEI, and Brinker Advisor platform is preferred but not required
Job Type: Full-time
Salary Range: $48,000 - $52,000/Annual
What s in it for you:
NEPCG s competitive benefits package includes, but is not limited to:
- 401(k) Matching
- Medical, Dental, and Vision Insurance
- Life and Disability Insurance
- Generous Paid Time Off
- Progressive Company culture