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Client Service Associate

Vaco

Vaco

Customer Service
Memphis, TN, USA
Posted on Sunday, June 9, 2024

Client Service Associate POST NUMBER: 413562

Memphis, TN, US On-Site
June 7th, 2024
Finance
Vaco
$ 50000.00 - 70000.00 yearly
direct hire
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Vaco Memphis is looking to hire a Client Services Associate for a wealth management firm here in East Memphis. The CSA plays a pivotal role in maintaining and growing the company’s client services. Reporting directly to the Chief Operating Officer, the CSA works alongside other client service and operational team members to develop institutional level processes that maximize a common and exceptional client experience throughout the firm. The CSA leverages each investment advisors' time to meet with clients and prospects in order that they can provide extraordinary experiences and investments for extraordinary individuals, families, and institutions. Finally, the CSA is responsible for creating an enthusiastic and comforting experience for all stakeholders in the business.

Responsibilities
  • Serve as a staunch advocate for clients, swiftly and enthusiastically addressing their concerns with diligence and expertise
  • Collaborate closely with operations team to proactively manage client issues and maintain robust communication channels
  • Work closely with Investment Advisors to create an institutional level process for each client that creates a common experience throughout the firm
  • Work together with the client service team to schedule, plan, and execute high quality meetings for Investment Advisors
  • Foster a culture of collaboration and excellence within the team to ensure organizational success
  • Self-initiate new projects and recruit team members in order to facilitate growth that align with the mission and vision of the firm
  • Collaborate with other client service and investment advisor team members, ensuring consistent
  • Work closely with Asset Custodians (primarily Schwab) to resolve client issues including account related issues, money movements, and other requests
  • Coordinate with Private Investment Fund Managers to circulate client documents and manage capital calls and distributions

Qualifications
  • Demonstrable experience in client services, particularly within financial services
  • Exceptional interpersonal and communication skills, with an ability to engage effectively with high-net worth individuals and families
  • A disciplined, organized approach to managing schedules, meetings, and follow-ups
  • An enthusiastic and entrepreneurial individual that loves taking on and initiating new projects
  • Experience with Wealthbox, MS Office, Schwab Advisor Services is a plus

Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .

Vaco also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco LLC and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco”) respects your privacy and are committed to providing transparent notice of our policies.

  • California residents may access Vaco’s HR Notice at Collection for California Applicants and Employees here.
  • Virginia residents may access our state specific policies here.
  • Residents of all other states may access our policies here.
  • Canadian residents may access our policies in English here and in French here.
  • Residents of countries governed by GDPR may access our policies here.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:

  • the individual’s skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.

With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

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