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Client Service AssociateEagle Bay Advisors LLCEagle Bay Advisors LLC is a fast-growing fee-only boutique wealth advisory firm based in New York City. We inspire individuals, families and institutions to make smarter decisions on financial matters. Position OverviewThis is a professional position that will support the firm’s advisors directly in managing existing and new client relationships. You will add value to projects including portfolio reviews and client presentations. The advisors will provide mentoring and big picture direction. The ideal candidate will have the ability to think critically, work independently, and anticipate the needs of the firm and the clients.Key areas of responsibility include but are not limited to:Regularly monitor client accounts with attention to detail and accuracyInvolvement in all aspects of client servicing and client on-boarding, including data gathering, document management, meeting agenda and client paperwork preparation, and data inputProvide support for portfolio reviews and client presentationsWork with the Schwab custodial platform and Schwab service teamAssist and coordinate financial planning implementation with outside professionals as neededFacilitate efficient office operations including leading and assisting with process and system improvement projectsGeneral office managementQualifications for this position:Minimum Bachelor’s DegreeMust be self-motivated, detail-oriented, organized, and have a passion for client serviceFirm understanding of fiduciary responsibility and client confidentialityDesire and ability to work successfully in a small and rapidly growing environmentAbility to work independently and as a member of a teamAbility to prioritize multiple tasks and projects in a fast-paced work environmentAbility to identify, meet and follow through with client needs and requirementsExcellent written and verbal communication skillsStrong proficiency in Microsoft Office Strong proficiency in Salesforce CRM software a plusWhat we offer:Competitive salary commensurate with experiencePerformance-based bonus401(k) planOpportunities for professional growth and continuing educationPlease direct your cover letter and resume to Gloria Lee at gloria@. No phone calls. ................
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