Client Service Associate

Job not on LinkedIn

🔥 1 hour ago

☕ Washington – Remote

☕ Washington – Remote

⏰ Full Time

🟡 Mid-level

📁 Client Services

👻 Ghost score 15%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Joslin Capital Advisors, LLC

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 1999

💸 Finance

👥 B2C

Finance • B2C

Joslin Capital Advisors, LLC is an SEC-registered investment advisory firm that provides personalized financial planning, retirement planning, estate planning, and investment management services. The firm positions itself as a long-term partner for individuals and families, emphasizing stability through market cycles and customized advisory relationships. Advisory services are offered by Joslin Capital Advisors, LLC and the firm directs users to the SEC Investment Adviser Public Disclosure for professional background details.

📋 Description

• Initiate and field client service calls • Prepare and process paperwork for client transactions, including opening and closing accounts, transferring assets, deposits, withdrawals, account title changes, and address changes • Communicate transaction status to clients and Advisors • Provide ongoing client account maintenance, including money requests, checks, wires, ACHs, periodic transfers, securities transfers, special accounts, and client instructions • Check custodian alerts daily and perform appropriate actions • Set up and generate client reports • Research required minimum distributions and provide information to Advisors for trade processing • Assist with trade tickets • Assemble reports for scope preparations • Collaborate with Advisors on client onboarding, client education, and account setup • Assist with client meeting preparation, including assembling reports and required paperwork • Complete client gap analyses and develop service plans with Client Advisors • Attend client meetings and calls as requested • Assist with client meeting follow-up tasks • Maintain accurate client profiles, meeting notes, and records in the CRM • Assist with special projects as needed

🎯 Requirements

• Bachelor’s degree preferably in business, accounting, finance, economics or related experience • 5+ year of experience in client service and/or operations in the financial services industry, preferably with an independent registered investment advisory firm • Proficiency in Microsoft Office (required) • Experience with CRM, document management, and portfolio accounting software (preferred) • Personal integrity and professional initiative • Reliability and ability to follow through on commitments • Passion to help new and existing clients • Organized, detail-oriented, and able to manage and prioritize tasks • Commitment to accuracy and high-quality work • Excellent written and verbal communication • Collaborative and able to work effectively with others • Flexible team player adaptable to change and open to new ideas • Ability to work successfully in an entrepreneurial, small company environment • Commitment to uphold the firm’s purpose, vision and values

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