Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)

Job description

The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies. Position Accountabilities: Serves as liaison between the client, West Financial Services, and the custodian. Provides support to Relationship and Portfolio Managers, senior management, and the Director of Client Services as it relates to client relationship building and maintence. Tracks and processes ad hoc client requests, answers client questions and takes initiative to research and find a solution to problems and requests. Proactively communicates with clients to anticipate needs in an effort to ensure seamless client service and support to the relationship. Calculates and processes Required Minimum Distributions (RMDs), charitable contributions and estate distributions. Attends industry focu...