Wealth Management Client Service Associate - Philadelphia, United Kingdom - Tanager Wealth Management
Description
Are you numerical, with excellent attention to detail and great interpersonal skills?
We are an innovative provider of financial planning and investment solutions seeking a committed, efficient, self-starter passionate about client service and working with clients in their best interests.
Opportunity
Tanager Wealth Management is a UK-resident Registered Investment Advisor expanding into the United States.
We seek someone with experience working with US-registered investment advisors and custody platforms.
We have an exciting role with our growing US-based team client service team in the Greater Philadelphia area, working closely with our clients and financial advisers to ensure positive client outcomes.
We seek an individual committed to building a career in wealth management, and joining our team provides the opportunity to be part of a close-knit team, take on varied responsibilities and be empowered beyond the job title.
About the role
The Client Service Associate is a key member of the US team. Primary responsibilities are providing administrative support to our US and UK-based Financial Advisors.
This includes:
- Overseeing the transfer of client assets
- Backoffice system management, maintenance and CRM data entry
- Record keeping and audit trail management
- Filing and retrieving information and documents
- Carry out service requests for clients
- Updating and maintaining compliance data and records
- Working with internal and external third parties, including clients, financial advisors and custodians
- General administrative support and dealing with ad hoc requests from USbased partners and financial advisors
Essential criteria
- Previous work experience in the financial services industry
Unrestricted rights to work in the US
Desirable criteria
- 13 years of experience in financial services, preferably at a wealth management or investment management firm
- A Bachelor's degree or degreelevel qualification
- Proficiency in Microsoft Office
- Ability to work efficiently under own initiative
- Impeccable attention to detail, organized and a problem solver
- Strong timemanagement skills
- Forwardthinker, proactive and a selfstarter
- Excellent written communication
- Desire and ability to work in a small company environment
- Experience working with custodians
Additional information
Our role is initially office-based because of the training, responsibilities and colleague liaison.
We can offer flexible/hybrid working from home once established, but the role requires easy access to the office.
Salary & Benefits
-
Competitive basic salary up to $55,000:
- 25 days paid time off
- Discretionary annual bonus
- Business performance bonus
- Health insurance reimbursement
- Hybrid working is applicable upon successful completion of the probationary period
- Parental leave
- Reimbursement for relevant professional membership fees and professional continuing education costs
About the company
Tanager is a wealth management firm that empowers British-American families to achieve their financial goals.
We specialize in helping transatlantic families and US-connected people with diverse financial planning, investment management, and tax needs.
We are regulated by the US SEC and the UK FCA.
All our advisors are US and UK-qualified, with knowledge of US and UK pensions, tax-efficient investments, trusts, education and retirement planning.
We are growing organically due to our client service, harnessing technology, and establishing an evidence-based investment management process supported by our financial planning, client service teams, and professional connections.
Keywords:
Client Support, Client Service, Client Onboarding, KYC, Custody and Investment Platforms
NO AGENCIES PLEASE
We are using Recruitment Rebellion to run and organize the response for this advert. Please do not contact us if you are a recruiter.
