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Senior Associate, Client Service

Company: Meristem Family Wealth
Location: Minnetonka
Posted on: May 5, 2021

Job Description:

Meristem is a federally-registered investment advisory firm founded in 1999 with offices in Minnetonka, Naples, Scottsdale and a South Dakota based Trust Company. Meristem is a boutique firm with the scale and structure to serve multi-generational families in the management of their wealth and the development of their legacy.--The firm is intentional about offering an alternative to working with large institutions.--We place a high value on our independence. We focus on people first.--As a service business, our people are our assets.--Engaging our clients and employees is our highest priority. Given our continued organic growth, Meristem is seeking an Associate to add to our client advisory team.--Client Service team members build internal relationships with Client Advisor team members by partnering to understand client goals and objectives and educating, advising and servicing within the client teams. Client Service achieves this by providing the solutions to clients' onboarding, account management and operational needs. Successful Client Service team members thrive in a fast-paced work environment, requiring high level problem solving abilities and strong interpersonal communication skills.--They put the clients' needs ahead of their own.
Client Service Responsibilities-- Proactively communicates and partners with the Client Advisory team to set proper expectations around clients' service needs-- Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.----Communicates with client advisory team to understand client requests, determines what needs to be done and communicates to the advisor or handles issue to resolution-- Manage and resolve client service problems
Client Onboarding-- Ensures accurate completion of prospect or new client paperwork and account set up around multiple types including but not limited to individual, trust, retirement, partnerships and corporate accounts-- Attends client onboarding meetings as/if needed to ensure documents are executed and accurately explained to the client-- Follows up on funds transfer from surrendering company-- Maintains Salesforce (CRM) database and client files (filing, copying, data input)----Researches and follows up on any issues within the Client Service/Data Management teams and vendors or custodians----Records incoming assets to the appropriate blotting tool
Operational Responsibilities----Client profile maintenance within CRM database----Reviews and updates client information in multiple databases----Trades accounts across multiple platforms----Maintain appropriate compliance standards
Additional Responsibilities -- Partners with Meristem Trust Company regarding trust account setup, account activity and maintenance-- Facilitates pool investment documents----Educates, advises and services clients and client teams across regarding changes to processes----Perform other job-related duties and/or special projects as required.
Please find complete details on our website: https://www.meristemfw.com/careers/

Keywords: Meristem Family Wealth, Minnetonka , Senior Associate, Client Service, Other , Minnetonka, Minnesota

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