Tax Senior Associate focusing on private clients and accounting standards at CBIZ, providing tax and advisory services. Collaborating with team members on multiple engagement assignments.
About the role
- Client Service Associate performing portfolio administration and client liaison tasks in wealth management firm. Managing workflows and ensuring compliance with policies and procedures.
Responsibilities
- Portfolio Administration including self-review of tasks performed and client deliverables
- Manage and prioritize tasks and workflows
- Serve as a liaison between advisors and broader PMFA operations team
- Field questions related to client data, reports or any items as a result of work
- Research and resolve issues related to client information
- Preparation of new account paperwork and changes
- Ensure timely completion of account transfers and paperwork processing
- Frequent communication with custodians and internal staff
- Monitor and follow up on alerts
- Identify and communicate client service opportunities to internal professionals
- Assist with money movement activities
- Develop, document and/or maintain process policies and procedures for department
Requirements
- High School diploma or GED equivalent is required
- 2+ years industry experience
- Previous administrative or investment industry experience preferred
- Client service orientation combined with creative problem solving skills
- Strong written and oral communication skills
- Ability to work effectively as part of a team, yet function well with independent responsibilities
- Ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients
- Ability to thrive in a challenging and fast paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance
Benefits
- Health, dental, vision, disability, and life insurance
- Flexible Time Off
- Various pre-determined holidays
- 401(k) plan
- Flexible benefits plans
- Business-related travel expense, lodging, and meal reimbursement
- Pension plan for eligible staff
- Discretionary bonus plan for eligible staff
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