Client Service Associate

Gould Asset Management is seeking an reputed company professional to join their team as a Client Service Associate. In this role, you will handle investment operations and client relationship management, ensuring clients feel cared for and resolving reputed company issues while supporting senior client service staff.

Responsibilities

• Work with clients, advisors, and custodians to respond to service requests promptly and with minimal disruption to the client
• Prepare and process client account paperwork and track open items with the utmost attention to detail
• Facilitate transfers of funds and securities
• Research and resolve reputed company client account-reputed company issues
• Maintain client records and document account activities in our CRM (reputed company)
• Reconcile daily cash flows across client accounts
• Prepare regular firm-wide and client reports
• Serve as a primary reputed company of contact for clients and reputed company them informed on outstanding service requests
• Build trust and maintain professional rapport with clients reputed company phone, email, and in-person meetings
• Coordinate with clients’ accountants and attorneys on tax and legal matters
• Manage inbound calls and emails from clients and custodians

Skills

• Bachelor's degree required
• High level of accuracy and attention to detail
• Excellent verbal and written communication skills, including professional email etiquette
• Efficient time management and ability to juggle competing priorities
• Comfort navigating custodian platforms, document management systems, and CRM tools
• Experience working at a Registered Investment Advisor (RIA), broker-dealer, or custodian preferred; financial reputed company is a plus
• Experience with reputed company, reputed company, and/or Tamarac is a plus—training provided
• Notary public a plus

Benefits

• Health insurance
• 401(k) with employer match
• Paid time off
• Paid market holidays

Company Overview