Client Officer
Description:
Job Description
Organization
RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations.
Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $16 billion in assets.
We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners.
Role Overview
The Client Officer is a key point of contact for a client relationship and is responsible for enhancing the overall relationship through excellence in client service. Professionalism, client focus, and an understanding of the fundamentals of the investment advisory business, wealth management concepts, and financial systems are critical. This position will oversee client accounts and develop long-term relationships by participating in client meetings, acting as the client liaison, communicating with the client regularly, and processing requests.
Responsibilities
Serve as the primary point of contact for all client administrative matters, ensuring timely and accurate execution of client requests.
Partner with the Wealth Advisor and the Administrative Officer to support the new client onboarding process.
Execute and verbally confirm money movement requests for clients including but not limited to wires, journals, EFTs, checks; and work closely with the Wealth Advisor to ensure all client’s Required Minimum Distributions are met.
Participate in financial planning related activities which includes data entry in eMoney, attending or scheduling planning meetings, and preparing meeting materials.
Maintain client data in Salesforce for workflow processes such as account opening and onboarding, money movement, or offboarding; ensure all required information is provided by the client.
Work directly with clients on high level and complex requests such as estate re-registrations.
Enhance the client relationship by proactively engaging the client and following up on in progress items such as paperwork, ad hoc requests, and planning related items.
Maintain records of all client service calls, emails, and meeting notes in Salesforce.
Education, Experience and Qualifications
Excellent written and verbal communication and presentation skills
Excellent attention to detail, organizational skills, and ability to multi-task
Proficient at Salesforce, DocuSign, Excel, PowerPoint, and Word
A Bachelors' Degree in a business-related discipline, 3+ years’ experience in a wealth management role
Understanding of investment management and financial planning
Passionate about financial services and working with clients
Compensation
The anticipated base salary range for this position is $100,000.00 - $120,000.00. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions.
RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
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Full-time