Client Service Associate

Venturi Private Wealth, based in Austin, is one of the fastest-growing wealth management firms in one of the fastest-growing cities in America. Join our vibrant Austin office and help deliver the type of client service that has caught the attention of Forbes (Best in State Wealth Advisors), Financial Times (FT 300 Top Financial Advisers), Austin Business Journal (Fast50), and many others.

We are seeking a successful Client Service Associate who thrives in managing multiple priorities, has strong communication skills, and has a problem-solving mindset that thrives in a dynamic and evolving organization. Our ideal candidate operates with close attention to detail, has strong analytical, communication, interpersonal, organization, time management, and problem-solving skills, and is driven to develop and grow in their role.

Responsibilities include:

• Provide top-quality service to clients in the administration of client financial accounts.
• Serve as primary liaison between the financial advisors of the firm, custodians, clients, and client’s professional team, building trusted relationships.
• Prioritize and organize workflows, as well as coordinate all facets of the operation and administration of client accounts.
• Coordinate the opening and closing of accounts with clients, custodians, and consultants – drafting letters, preparing client welcome packets, and setting up standing instructions.
• Execute cash and other asset movement requests.
• Manage client information – prepare client reports, submit and follow up on necessary paperwork, and regularly update databases.
• Assist with establishing online access for statements, confirms, proxy materials, and other services.
• Respond to questions regarding accounts, policies, and procedures.
• Record and/or reconcile account activities between custodian and client recordkeeping system
• Track and report on projects and tasks for clients with detailed updates in CRM.
• Communicate (verbal and written) with high-net-worth clients to provide account status and assist with requests.
• Adhere to industry compliance requirements and client fiduciary responsibilities.
• Serves as backup to the office administration department when needed.

Skills:

• Excellent verbal and written communication skills.
• Strong organization skills, accuracy, and attention to detail are essential.
• Ability to effectively coordinate and communicate internally in order to meet shared goals.
• Proactive mindset with solid time management skills and ability to meet deadlines.
• High level of proficiency with Microsoft Office Suite, and the ability to learn new technologies.
• A positive, can-do attitude with clients and teammates, and capable of working independently and as part of a team.

Experience and Education:

• A minimum of 2 years of experience in financial services, including internship experience, is required. Experience with a Registered Investment Advisor (RIA) is preferred.
• Experience with Salesforce and Addepar is preferred
• Experience with private funds administration is preferred
• Bachelor’s degree in finance, accounting, or a related field

This is an exceptional opportunity to join a growing team of high-caliber professionals. A positive disposition and an eagerness to learn and grow professionally are a must. Competitive compensation package commensurate with experience.