Client Service Administrative Associate

Organization

RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Our team of professionals operates from six offices across the nation, serving over 6,000 clients and managing over $20 billion in assets. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team.

If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners.

The ideal candidate will have a passion for providing back-office support for a busy and growing company. The role is multi-faceted, as the individual will be part of the Client Service Team and will also provide support to the main receptionist. This role will be based in our Newton office 5 days per week.

• Answers overflow calls as backup support to the receptionist
• Covers front desk and in office duties when receptionist is out of office
• Deposits daily incoming checks to client’s accounts
• Handles incoming and outgoing mail for the Client Service Team
• Scans client documents to the scanning repository CLM
• Covers for members of the Client Service Team as needed
• Provides help with reporting as assigned by a Client Service Manager
• Assists the Client Service Team with the daily account restrictions report
• Runs custodian (Fidelity, Schwab, etc.) reports as needed
• Performs data entry and account maintenance tasks in Salesforce
• Prepares paperwork for client account opening and maintenance items
• Helps with ad hoc projects as assigned by a Client Service Manager
• Other duties as defined by the Client Services Manager

• Bachelor’s degree with 1-2 years of related work experience
• Multitasking and organizational skills
• Customer service and communication skills
  
  Proficient at Salesforce, Docu Sign, Excel, PowerPoint, and Word is a plus

The anticipated base salary range for this position is $50,000.00 - $60,000.00. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions.

RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

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