Founded in 1952, RubinBrown LLP is one of the nation's leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value.
RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships.
General Description The Client Service Associate is responsible for managing day-to-day client relationships,
would serve as the liaison between clients, and the lead advisor in addition to being the lead
advisor's go-to team member for servicing clients. They would handle all requests from
Client and team members pertaining to account administration.
Major Responsibilities- Become proficient in executing tasks (trades, disbursements, account onboarding, account maintenance, etc.) with our custodian, Charles Schwab, on behalf of our clients.
- Complete 100% of action items related to client in a timely manner
- Prepare and update Financial Plans
- Review and summarize Estate Plans
- Prepare client portfolio review meeting documents
- Attend client meetings with the Lead Advisor
- Document meeting notes and work with Lead Advisor execute tasks driven from the client meetings
- Build relationships with clients and RubinBrown team members
- Maintain current client information in all existing databases
- Prepare all account paperwork and check pending account maintenance items
- Maintain current client information in all existing databases (CRM)
- Manage/oversee new client onboarding process
- Schedule and/or attend client meetings
- Preparing standard client reports and draft agenda items as needed
- Assist in preparing financial plans for existing and prospective clients.
- All other duties, as assigned
Preferred Experience/Background/Skills- 2 or more years of work experience in the financial services industry
- Desire to pass the CFP within 2-3 years of hire
- Strong organization, planning, scheduling and problem-solving skills
- Passion to serve clients and support a team of investment professionals
- Initiative, detail oriented, follow through
- Excellent written and oral communication skills
- Strong interpersonal skills; ability to interact effectively with all levels internally and externally
- Strong PC skills, including proficiency in Microsoft Office (Word, Excel and Powerpoint)
- Proficient internet skills
- Ability to handle routine tasks with minimal supervision
- Ability to support multiple team members and manage multiple priorities in a fast-paced environment
- Ability to work effectively in deadline situations
- Highly motivated, energetic and resourceful
Working Conditions- The typical office hours are 8:00 a.m. to 5:00 p.m.
- Travel for this position will be minimal
- Ability to sit for long periods of time
- Ability to move throughout office
- Ability to speak English to communicate with clients and team members
Qualifications Preferred: Bachelors degree in Finance, Business Administration, Accounting or related field.
One Firm To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
EEO Employer W/M/Vet/Disabled
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.