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Senior Client Associate

Company: Venturi Private Wealth
Location: Oklahoma City
Posted on: January 15, 2022

Job Description:

Venturi Private Wealth is a highly successful private wealth management and investment advisory firm that serves high net worth families in Texas and Oklahoma. -We are growing fast and looking for new team members to join us in Oklahoma City, Oklahoma. The right candidate will have entrepreneurial thinking, i.e. like an owner, take initiative, and be a team player.
Job Description:

  • Serves as an integral part of the client relationship team working with the Advisors and Portfolio Managers
  • Focuses on ongoing client relationship management, including regular client contact, communications, meetings, and administering the on-boarding process for new clients
  • Responsible for administering regular client service for account activities including transfers, deposits, and withdrawals, etc. while adhering to high service standards
  • Manages custodian applications, trustee communications, etc.
  • Uses a variety of operating portals and apps to complete tasks
  • Administers family office services for some clients including minor bookkeeping and personal bill administration
  • Participates in office management and is present during office hours
  • Maintains familiarity with industry and economic trends and applies knowledge to client service and relationships
  • Maintains knowledge of and ensures compliance standards
  • Engages with team/staff and engages in actions that are consistent with firm branding, service standards, and initiatives
  • Works collegially and productively with clients, peers, and other team members.
  • Commits to ongoing growth of skill sets and competencies needed to serve client, firm, and individual success
    Competencies:1. - - - -Development, oversight, and implementation of client service processes2. - - - -Good range of financial services knowledge and ability to expand that range3. - - - -Clear communication skills4. - - - -Ability to work well as part of client service team5. - - - -Strong attention to detail6. - - - -Understands and engages in requisite regulatory compliance7. - - - -Ability to communicate well in charged client situations8. - - - -Approachable, respectful, inclusive communication9. - - - -Sets and models high performance standards for client service and firm service10. - Exhibits self-confidence/self-esteem combined with emotional intelligence11. - Ability to be flexible, adaptable, and adjust to client situations and the financial markets12. - Works collegially and productively with clients, peers, and other team members13. - Trustworthiness and integrity
    -Requirements:
  • A minimum of 5 years of experience within the financial services industry or similar family office environment
  • Strong communication and computer skills with working knowledge of Microsoft Office Suite applications
  • Technical aptitude as displayed through proficiency in a variety of apps or platforms
  • Experience with Tamarac, Salesforce, and Fidelity are a strong plus
  • Proficiency in branch operational procedures preferred
  • Bachelor's degree preferred; associate degree required
    This is an exceptional opportunity to join a growing team of high caliber professionals. -Positive disposition and an eagerness to learn and grow professionally is a must. Total compensation includes a base salary and bonus and is commensurate with relevant experience. -
    Qualified applicants are -highly encouraged -to provide a simple cover letter that directly answers the following questions:1. - - - -Have you worked as a Client Service Associate before?2. - - - -How many years of experience do you have in the financial services industry?3. - - - -Do you have client service experience with corporate executive management or high net worth individuals?4. - - - -Do you have client service experience with family office services?5. - - - -Do you have compliance experience with RIA firms?6. - - - -Do you have an associate degree or higher?
    -Equal Opportunity EmployerIt is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs. -

Keywords: Venturi Private Wealth, Oklahoma City , Senior Client Associate, Other , Oklahoma City, Oklahoma

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