Client Services Representative

Wealth Management group seeking Client Services RepresentativeWe are a Wealth Management team catering to high-net-worth families seeking a detail oriented, professional and discreet team member to assist in daily office operations. Ideal candidate has high energy, strong work ethic and a desire to grow as a contributing member of our team. You will be a liaison between our clients and our team members.Responsibilities include:· Answering phones· Opening new accounts· Maintaining, updating account information· Issuing checks and initiating wires· Communicating with client base requiring an intelligent, responsive and approachable demeanor· Partnering effectively with legal/compliance, middle/back office and Portfolio ManagerQualifications:· 3+ years experience in a wealth management or brokerage firm environment· Excellent Microsoft Excel and Word skills, DocuSign experience is a plus· Meticulous attention to detail Knowledge of NetX360+ a plusSalary:$60,000 - $90,000 commensurate with experience

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