Client Experience Associate, WealthFactor Team Lake Oswego, OR

Company: Tbwa Chiat/Day Inc
Location: Lake Oswego
Posted on: November 15, 2024

Job Description:

Client Experience Associate, WealthFactor TeamCompany DescriptionFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.This position is a full-time on-site position in our Lake Oswego office.Role:We're looking for a Client Experience Associate to join the WealthFactor team at Farther. WealthFactor prides themselves on providing personalized, holistic wealth management that optimizes for risk, fees, and taxes. They are a fee-only fiduciary firm that puts their clients first, offering expert advice to help them steward their wealth well. WealthFactor believes in delivering top-tier expertise in the most personalized way. Join them, and be part of a team that is efficient, realistic, and adept at optimizing wealth for our clients.The ideal candidate should have at least 5 years of hands-on custodial experience using Schwab and Black Diamond. Familiarity with Right Capital is a plus. We value team members who are servant-hearted, detail-oriented, and thrive in an asynchronous collaborative environment.Responsibilities:

• Documentation and Compliance: Prepare and maintain accurate and up-to-date client files, facilitate the completion of forms and electronic processes with clients and our custodians.
• Black Diamond Portfolio Accounting and Reporting: Support the maintenance of our systems, data and reports.
• Financial Planning Support: Collaborate with our team of experts and planners, keeping good organized records for our prospects and clients.
• Client Interaction: Participate in client communications, focusing on understanding the client, their situation and the actionable items that come out of those interactions. Launch and monitor the task actions needed to execute client actions.
• Meeting Support: Organize and prepare responses for client inquiries and provide support during meetings.
• Compliance: Ensure compliance with regulatory requirements and internal policies.Qualifications:
  • 5+ years working for a fee-only independent RIA.
  • 5+ years working with Schwab and/or Fidelity.
  • 5+ years experience with Black Diamond.
  • Proficiency with G-Suite is required.
  • Bachelor's degree in Finance, Business, or related field: Preferred.
  • Exceptional attention to detail.
  • Strong ability to manage and track diverse tasks, involving multiple stakeholders, through to completion.
  • Strong electronic and verbal communication skills.
  • Collaborative mindset with the ability to work effectively within a team environment.
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Keywords: Tbwa Chiat/Day Inc, Albany , Client Experience Associate, WealthFactor Team Lake Oswego, OR, Other , Lake Oswego, Oregon