BCI - Brokerage Consultants Inc
Client Service Associate
BCI - Brokerage Consultants Inc, Irving, Texas, United States, 75084
Established RIA is searching for a motivated individual to collaborate closely with clients while providing essential support to their advisory team.
Responsibilities : Facilitate the onboarding process for new clients and accounts, including the completion of client questionnaires Onboard accounts using Schwab, QCDs, SLOAs (initiate move money requests), and monitor monthly client draws Maintain banking relationship, collateral releases, client interest payments, and QB entries in client files Craft personalized client outreach materials Coordinate quarterly conference agendas and client meetings Track Advisors' time, business miles, professional CPE hours Monitor emails Prepare quarterly data for Advisor's portfolio analysis (BPC) Assist in preparing client Investment Portfolio Reports Handle invoicing and fee withdrawals, FCA monthly billing, WMA quarterly billing Keep track of Annual Material Change Notice mailings as well as ADV requests
Requirements : Bachelor's degree, preferably in business, finance, economics, etc. Proficiency in Microsoft Office 365 (Microsoft Word, Excel, PowerPoint, and Teams) Experience with the following: QuickBooks, Quicken, Juncture, Orion, eMoney,, AdvisorEngine, and/or Adobe Resourceful; team player; multi-tasker; organized; self-starter; process-oriented; strong grammar and written as well as oral communication skills
Responsibilities : Facilitate the onboarding process for new clients and accounts, including the completion of client questionnaires Onboard accounts using Schwab, QCDs, SLOAs (initiate move money requests), and monitor monthly client draws Maintain banking relationship, collateral releases, client interest payments, and QB entries in client files Craft personalized client outreach materials Coordinate quarterly conference agendas and client meetings Track Advisors' time, business miles, professional CPE hours Monitor emails Prepare quarterly data for Advisor's portfolio analysis (BPC) Assist in preparing client Investment Portfolio Reports Handle invoicing and fee withdrawals, FCA monthly billing, WMA quarterly billing Keep track of Annual Material Change Notice mailings as well as ADV requests
Requirements : Bachelor's degree, preferably in business, finance, economics, etc. Proficiency in Microsoft Office 365 (Microsoft Word, Excel, PowerPoint, and Teams) Experience with the following: QuickBooks, Quicken, Juncture, Orion, eMoney,, AdvisorEngine, and/or Adobe Resourceful; team player; multi-tasker; organized; self-starter; process-oriented; strong grammar and written as well as oral communication skills