Entry-Level Client Service Associate

Founded in 1952, Rubin Brown LLP is one of the nation’s leading accounting and professional consulting firms. The Rubin Brown name and reputation are synonymous with experience, integrity and value.

Rubin Brown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships.

The Client Service Associate is responsible for working with the Lead Advisor to serve wealth management clients. The Client Service Associate would be relied upon to execute operational tasks, build a rapport with the clients and Lead Advisor, and develop into an advisor within 3-5 years.

• Become proficient in executing tasks (trades, disbursements, account onboarding, account maintenance, etc.) with our custodian, Charles Schwab, on behalf of our clients
• Complete 100% of action items related to client in a timely manner
• Prepare and update Financial Plans
• Review and summarize Estate Plans
• Prepare client portfolio review meeting documents
• Attend client meetings with the Lead Advisor
• Document meeting notes and work with Lead Advisor execute tasks driven from the client meetings
• Build relationships with clients and Rubin Brown team members
• Maintain current client information in all existing databases

• Bachelors or Masters in Finance, Business Administration, Accounting or related field
• 2 or more years of work experience in the financial services industry
• Desire to pass the CFP within 2-3 years of hire
• Strong organization, planning, scheduling and problem-solving skills
• Passion to serve clients and support a team of investment professionals
• Initiative, detail oriented, follow through
• Excellent written and oral communication skills
• Strong interpersonal skills; ability to interact effectively with all levels internally and externally
• Strong PC skills, including proficiency in Microsoft Office (Word, Excel and Power point)
• Proficient internet skills
• Ability to handle routine tasks with minimal supervision
• Ability to support multiple team members and manage multiple priorities in a fast-paced environment
• Ability to work effectively in deadline situations
  
  Highly motivated, energetic and resourceful
• Able to work independently, as well as with a team
• Ability to work in excess of normal work hours, when necessary

• The typical office hours are 8:00 a.m. to 5:00 p.m.
• Travel for this position will be minimal
• Ability to sit for long periods of time
• Ability to move throughout office
• Ability to speak English to communicate with clients and team members

To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. Rubin Brown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

EEO Employer W/M/Vet/Disabled

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.