Kaizen Lab Inc.
Wealth Management Client Service Associate Featured Johnson City, TN
Kaizen Lab Inc., Johnson City, Tennessee, United States, 37603
Position Overview
BCS Wealth Management is seeking a Client Service Associate (CSA) to join our Operations Team. This role supports one or more lead advisors by managing new account onboarding, custodial paperwork, money movement, and ongoing account maintenance - while delivering a high-touch service experience to high-net-worth and ultra-high-net-worth households.
Initially, the position will include limited administrative duties (phones, mail, basic office support). As CSA responsibilities expand, these duties will transition to another team member. The long-term focus is a dedicated client service role.
Position Details
Full-time, on-site (Monday - Friday, 8:00am - 5:00pm)
Eligible for benefits
Background in financial services and/or client service required
Core Responsibilities (CSA Focus)
Prepare and process new accounts, ACATs/transfers, and related paperwork (custodian applications, transfer forms), including review, submission, and verification.
Manage new client onboarding workflows: engagement letters, client packets, checklists, CRM/portfolio system setup, email/marketing list updates, and welcome letters.
Handle routine money movement: wires, journals, checks, RMDs/QCDs, contribution/distributions, and maintain documentation.
Perform account maintenance: address, email, and beneficiary changes; verify updates with custodians and internal systems.
Monitor custodial alerts (NSF items, transfer status, money movement issues) and maintain CRM task lists.
Process check deposits: online deposit, update registers/logs, and file documentation.
Serve as first point of contact for routine service requests (balances, distributions, online access issues), escalating as needed.
Maintain accurate client data and ensure clean documentation and audit trails.
Administrative Responsibilities (Temporary)
Answer and direct incoming calls, ensuring a positive client experience.
Sort and route incoming mail; coordinate outbound mailings.
Provide basic office/event support (logistics for client events, mailings, monitoring team inbox).
Ideal Candidate Profile
Detail-oriented and process-driven, comfortable with financial documents, custodial platforms, and CRM systems.
Strong client service mindset with excellent written and verbal communication skills.
Ability to manage multiple requests while maintaining accuracy and meeting deadlines.
Enjoys improving workflows, following checklists, and collaborating within an advisory team.
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Initially, the position will include limited administrative duties (phones, mail, basic office support). As CSA responsibilities expand, these duties will transition to another team member. The long-term focus is a dedicated client service role.
Position Details
Full-time, on-site (Monday - Friday, 8:00am - 5:00pm)
Eligible for benefits
Background in financial services and/or client service required
Core Responsibilities (CSA Focus)
Prepare and process new accounts, ACATs/transfers, and related paperwork (custodian applications, transfer forms), including review, submission, and verification.
Manage new client onboarding workflows: engagement letters, client packets, checklists, CRM/portfolio system setup, email/marketing list updates, and welcome letters.
Handle routine money movement: wires, journals, checks, RMDs/QCDs, contribution/distributions, and maintain documentation.
Perform account maintenance: address, email, and beneficiary changes; verify updates with custodians and internal systems.
Monitor custodial alerts (NSF items, transfer status, money movement issues) and maintain CRM task lists.
Process check deposits: online deposit, update registers/logs, and file documentation.
Serve as first point of contact for routine service requests (balances, distributions, online access issues), escalating as needed.
Maintain accurate client data and ensure clean documentation and audit trails.
Administrative Responsibilities (Temporary)
Answer and direct incoming calls, ensuring a positive client experience.
Sort and route incoming mail; coordinate outbound mailings.
Provide basic office/event support (logistics for client events, mailings, monitoring team inbox).
Ideal Candidate Profile
Detail-oriented and process-driven, comfortable with financial documents, custodial platforms, and CRM systems.
Strong client service mindset with excellent written and verbal communication skills.
Ability to manage multiple requests while maintaining accuracy and meeting deadlines.
Enjoys improving workflows, following checklists, and collaborating within an advisory team.
#J-18808-Ljbffr