Aprio · 11 hours ago
Wealth Client Service Associate
New York, NY
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $110K/yr
5+ years expAprio is a nationally ranked CPA and advisory firm that is passionate about what's next. They are seeking a Wealth Client Service Associate to enhance the client experience by providing operational and administrative support to Financial Advisors and ensuring compliance with firm policies and procedures.
AccountingFinancial Services
Responsibilities
Client Relationship Management
Collect appropriate documentation to support the new client onboarding and billing process and ongoing delivery of wealth management services
Initiate and maintain client access across all systems and educate clients on account services and capabilities (e.g., how to use Online Services, paperless options, Client Portal, financial planning software)
Ensure appropriate documentation for client files are kept in compliance
Leverage various communication channels to keep in touch with clients (e.g., send out birthday cards, e-mail research newsletters)
Advisor Support
Establish and maintain client data across various internal reporting and CRM systems
Review daily reports and alerts and process accordingly
Assist in the preparation of client reports and other materials for client meetings
Input tasks within appropriate systems and complete associated paperwork
Operations Support
Provide support for monthly billing preparation; pulling reports; auditing data
Assist with new client set up across all Aprio Systems
Provide backup support to team members as needed
Qualification
Required
5+ years of experience in similar role
Robust multi-tasking with ability to work with frequent interruptions required
Advanced knowledge of Excel
Proficiency with Microsoft Office
Strong written and verbal communication skills
Preferred
Preferred experience with Salesforce, Orion, eMoney, HubSpot and Schwab
Benefits
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Company
Aprio
Aprio is a premier business advisory and certified public accounting firm that advises clients and associates on how to achieve what’s next.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Charlesbank Capital Partners
2024-07-11Private Equity
Leadership Team
Richard Kopelman
Chief Executive Officer
Carolyn O'Boyle
Chief People Officer
Recent News
Company data provided by crunchbase