Client Administrative Support Associate
Core
Execute key business processes for client administration, firm/user onboarding and offboarding, billing support, data maintenance, and reporting within the RIA & Custody Services division.
Role type
Client Administrative Support Associate
Builds
Operational workflows for client onboarding, offboarding, account maintenance, and billing
Domain
Financial Services / Wealth Management / RIA & Custody Services
Required skills
Data entry, Account maintenance, Billing coding, User access administration, Report preparation, Process troubleshooting, KPI tracking, Documentation management, Workflow monitoring, Trend analysis
Preferred skills
Financial services experience, Onboarding/offboarding process knowledge, Process improvement initiatives, Workflow management systems, AI-enabled productivity tools
Technologies
Microsoft Office Suite (Excel, Word, Outlook, Teams), Workflow management systems, Reporting tools
Responsibilities
Perform daily operational activities related to firm onboarding, offboarding, account maintenance, billing coding, and data entry; Support advisor transitions and platform administration; Execute operational workflows ensuring adherence to policies; Research, troubleshoot, and resolve operational issues; Maintain and update client, firm, and user records; Prepare, review, and distribute recurring reports; Partner with RCS Service, Finance, Risk, Sales, Client Engagement, Compliance, and Technology teams; Monitor case workflows and identify efficiency opportunities; Maintain departmental documentation including procedures and process maps; Maintain KPIs, productivity metrics, and SLAs.
Seniority
Entry-level to Mid-level (1-3 years experience)