The QTI Group · 7 hours ago
Client Services Associate
Madison, WI
Full-time
Onsite
Mid Level
3+ years expThe QTI Group is partnering with Resonant Capital Advisors to hire a Client Service Associate (CSA) to join their team. In this role, the CSA will provide support to clients and investment advisors, managing all non-investment and advisory elements of the client’s experience from account-opening to custodial interactions.
Human ResourcesManagement ConsultingStaffing Agency
Hiring Manager
Morgan Czekalski, CDR
Responsibilities
Provide a high level of customer service and guidance to clients by managing client inquiries and requests regarding account information and reporting
Develop a working knowledge of institutional 3rd party custodial platforms (i.e., Schwab and Fidelity)
Complete tasks related to client onboarding, including opening of new accounts, updating cost basis, reconciling account information, processing transactions, and coordinating document collection and transfer between clients, the advisors, and custodians
Monitor new accounts for accuracy and timeliness on custodial platforms
Process new contributions and redemptions across qualified and non-qualified accounts
Set up client portal access in Addepar and ShareFile and orientate client to varied reporting systems
Document client service activity in Salesforce, while assisting in the execution of specific service delivery models for clients, including in the implementation of specified technology and tools
Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy and regulatory procedures
Demonstrate flexibility and nimbleness in balancing multiple tasks in a fast-paced, ever-changing environment
Qualification
Required
3+ years of experience in client service with an RIA firm or financial advisory practice
Knowledge of financial services and investments industry
Excellent verbal and written communication required; strong attention to detail
Strong work ethic, and ability to work both within a team and independently
Strong computer skills, including Microsoft Office Suite
Preferred
Post-secondary degree (2 or 4 years) encouraged but not required
Experience working within 3rd party custodial platforms is a plus!
Salesforce experience is a plus
Company
The QTI Group
The QTI Group is a privately owned human resources and staffing organization.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Londa Dewey
Chief Executive Officer
Janet Johnson
COO/QualiTemps and VP of Sales & Marketing
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