West Financial Services Client Service Associate

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West Financial Services Client Service Associate
About Us
At West Financial Services, we have spent over 30 years building a firm dedicated to taking a conservative and ethical approach to growing and protecting our clients' wealth and prosperity. Since our inception in 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for our clients. Each member of our team fully embraces the importance of this role and what it means for our clients. We bring planning excellence, investment discipline and personal service to everything we do.
We are seeking competent, motivated employees who share our commitment to being remarkable. To attract and retain these quality individuals, we provide a market driven salary administration program and a comprehensive benefits package. We take pride in offering a broad benefits program to its most valuable asset....our staff.
About The Job
West Financial Services
is currently recruiting for a Client Service Associate. If you are the chosen candidate, you will be supporting the Relationship Managers, Portfolio Managers, and the 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.
Areas of Focus:
Client Services:
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. Assists clients with all requests; including but
not limited to account updates or changes, distributions, and deposits. Answers client questions and researches to
find a solution to problems and requests. Processes and tracks Required Minimum Distributions (RMDs) and
charitable contributions for clients. Attends industry focused seminars. Serves as backup to the office administration department when needed.
Account Administration:
Builds and maintains client
relationships. Works with the client to
get accounts open and funded; ensuring that all required documentation is
received. Sets up accounts and
relationships in the portfolio management and customer relationship management
systems. Coordinates the inputting and
updating of cost basis with the back office provider, reviewing or calculating
cost basis when needed. Reconciles systems
and researches cash / position / market value exceptions. Maintains and indexes client files in the
document management system.
Reports Administration and Quarterly Invoicing:
Prepares reports for presentation at
client meetings. Participates in the
quarterly billing cycle by running the statements, verifying the accuracy of
the data, distributing the statements to the clients, and uploading the
management fees to the custodian. Runs
ad hoc reports as requested.
Required Skills:
A bachelor degree in business/finance is preferred. Experience in the investment industry is preferred..
Contact involves a variety of internal and external contacts; and requires interpersonal skills to effectively deal with all types of people. A team player committed to providing excellent client service.
Strong organization skills, accuracy and attention to detail is essential.
Expertise with portfolio management software, specifically Tamarac AdvisorView, is highly desirable. Strong experience with Microsoft products including Word and Excel required.
Compensation:
We pay competitively to Market, and offer a 401(k) plan with employer match - both pre-and post-tax contributions. We also offer an Employee Stock Purchase Plan along with the following benefits:
Free Banking, including discounts on loans
Paid Time Off
Tuition Assistance
In addition for employees who work 30 hours per week:
Incentive opportunities
Medical, Dental and Vision Insurance
Paid Parental Leave
Life Insurance
Health Care and Dependent Care Flexible Spending Accounts
**MEMBERS ONLY**SIGN UP NOW***. requires COVID-19
vaccination(s) as a condition of employment for all employees. Submission
of Covid-19 Vaccination Card is required if hired. Accommodations may be
available for those who are unable to be vaccinated for medical or religious
reasons.

West Financial Services, a subsidiary of **MEMBERS ONLY**SIGN UP NOW***., is an
equal employment opportunity employer and all qualified applicants will receive
consideration for employment without regard to race, color, religion, sex,
sexual orientation, gender identity, national origin, disability status,
protected veteran status, or any other characteristic protected by law. We
maintain a drug-**** and select option
5. Requests are considered on a case-by-case basis.
**MEMBERS ONLY**SIGN UP NOW***. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, disability, gender identity, veteran status, or any other characteristic protected by law. We maintain a drug-free workplace.

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