Skip to Main Content

Client Service Associate

TDC Investment Advisory Maumee, OH

  • Expired: March 10, 2021. Applications are no longer accepted.

Job Description This position reports to the Director of Client Operations The Client Service Associate supports the Adviser Team in servicing clients’ needs and fulfilling firm operational needs. This position operates in a client-focused, fast-paced environment utilizing strong organizational, communication, time management and critical-thinking skills. Performance Paths | Responsibilities PROJECT, PROCESS, and/ or PEOPLE MANAGEMENT § Accurately updates and maintains systems to ensure integrity of data and firm-wide reporting § Prepares, reviews and sees through paperwork to onboard, off-board and otherwise service client relationships § Documents and communicates progress of Client requests within CRM § Verifies accounts, maintenance updates and money movements are administered correctly § Works with custodians to track requests and resolve related issues § Works with trust company to provide client reviews and accounting related items § Works with Advisers to determine and ensure all materials needed to execute a Client’s plan are provided for meetings and received back in good order § Works with Advisers to follow up on outstanding items § Processes, tracks and confirms Client cashiering requests. § Communicates procedures and adheres to Compliance policies § Performs routine system reconciliation and projects as necessary Requirements Bachelor’s degree preferred Basic knowledge of investment account types, TDC investment philosophy and service types and requirements § Diligence in following workflows accurately and great attention to detail § Ability to navigate custodial sites, client relationship management system and Microsoft Office products § Excellent communication, listening, consultation, organization, multi-tasking, prioritization and customer service skills § Ability to work independently, quickly and meet deadlines § Good time-management and critical thinking skills § Desire for continuous learning § Ability to thrive in a fast-paced, growing environment § Ability to work well with others, have a positive attitude, and practice the following traits: (1) Cares; (2) Does what they say they are going do; (3) Technically proficient; and (4) Selfless Teammate Company Description We are a wealth advisory firm with a purpose – to help families be families. We strive to help affluent families and successful businesses build a plan around their unique goals and values. When you work with us, we believe issues can feel less complex – less of a burden.

If families and institutions gain peace of mind by working with us and are able to live with purpose, that will be our greatest accomplishment.

TDC Investment Advisory

Address

Maumee, OH
USA

Industry

Business

View all jobs at TDC Investment Advisory