As a member of the Client Service Team, the Client Service Administrator’s responsibilities focus on the daily activities that support our mission of providing excellent client service. Duties and responsibilities will include support of all Partners, Advisors and Staff Members. The incumbent will receive training and develop industry specific knowledge and skillset. The firm is seeking a highly qualified, trainable candidate.
The Client Service Administrator can expect to focus in the following areas:
1. Implement/execute trades created by advisor
2. Verify trades daily
3. Print/Save/File Trade tickets
4. Complete trade corrections quickly and efficiently
Client Service Administration
1. Manage Client Review Process
a) Schedule Reviews/repeat contact to clients as necessary
b) Create Portfolio Review Folders
c) Maintain CRM with appropriate review schedules with updates as necessary
2. New Clients/Account Maintenance
a) Establish new clients CRM
b) Complete OFAC Search
c) Forward checks – maintain check receipts blotter
d) Process all new accounts
i. Schwab - utilizing Schwab’s on line service
ii. American Funds 529-F Account
e) Execute Account Transfers
i. Establish a realistic timeline for each transfer
ii. Communicate with Advisor necessary documents/missing items
iii. Add to inbound transfer/check blotter iv. Follow-up with advisor/client to ensure timely delivery of assets
f) Review all documents for accuracy to ensure limited errors and repetitive processes
g) Prepare documentation/process client requests as directed
3. Scanning/File Maintenance
a) Scan documents to SharePoint
b) Create folders as necessary for consistency
HHM has provided CPA services to businesses and individuals for nearly 40 years. We are an independent member of the BDO Alliance USA. BDO has more than 400 member firms. Because of this, we have access to resources that other firms may not have available to them.
We have built our business one relationship at a time with client satisfaction and service excellence as our main objectives. To reach those goals, we hire the best and the brightest people. We welcome them as part of our family. Then we provide them with the resources, growth tools, and work-life balance they need to succeed in their careers.
Our belief is that our employees are our most important investment.
That's why we offer so many benefits.
Comprehensive medical plans
Matching 401(k) plan
Vision, dental, and disability coverage
Generous paid time off allowance
CPA exam assistance
We also place a strong value on community service and provide time off to participate in volunteer events. We want to support our staff as they give of their time and energy to serve others.