Registered Client Associate

Job description

Job Description Summary Uhler Vertich White Advisors is a highly successful, comprehensive financial planning practice. Our Registered Client Service Associate plays a critical role in the operations and communications in the office and is on the front lines of the client experience. This position requires significant knowledge of our industry, superb critical thinking skills, an ability to effectively manage multiple projects, and the wisdom to manage oneself in a team-oriented environment. Job Description: Essential Duties and Responsibilities: - Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients - Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office - Open new client accounts, process money movement, and research information as needed - Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion - Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor - Create and maintain re...