Client Services Representative

We are seeking a highly organized and detail-oriented Client Analyst to join our centralized Client Service Team. This role provides critical operational and administrative support to Advisor teams and clients, ensuring a seamless and high-quality client experience.

Key Responsibilities

• Client Onboarding & Data Management: Manage the onboarding process for new clients, maintain accurate client information, and support contracting and documentation requirements.
• Meeting Coordination: Coordinate and schedule client meetings to support effective communication between Advisors and clients.
• Investment Account Processing: Prepare, submit, and track new investment account applications from initiation through funding.
• Tax Season Support: Organize tax-related information, obtain and track client consents, support tax return finalization, coordinate estimated payments, and facilitate e-filing.
• Internal Collaboration: Partner with internal teams to complete investment and operational requests, including account-related matters, Special Investments, and Private Equity activities.
• Quality Control & Reporting: Assist with monitoring, tracking, and reporting Quality Control metrics to support operational excellence and consistent service standards.

Qualifications

• Bachelor's degree required.
• Experience in a professional corporate environment.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
• Excellent organizational and time-management skills with strong attention to detail.
• Ability to manage multiple priorities and perform effectively in a fast-paced environment.
• Strong problem-solving skills and the ability to remain composed under pressure.
• Collaborative, team-oriented approach with excellent interpersonal skills.
• Previous experience in financial services or wealth management is preferred but not required.

*** Pay range- $20.00-$25.00/hour

Benefits Info:

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

BOUT US:

Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies.

As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.

Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.

Applicant Privacy Disclosure

We collect personal information from applicants during the recruiting, pre-offer, and offer process.

During the recruiting, pre-offer process and offer process, we may collect the following categories of personal information:

1. Identifiers, such as name, address, and email address.
2. Professional and Employment-Related Information, such as resume, work history, education, and qualifications.
3. Information Voluntarily Provided by You in connection with the recruiting and pre-offer process.
4. Sensitive Personal Information, where legally permitted and necessary, such as Social Security number and date of birth.

Personal information is collected and used for the following business purposes: evaluating qualifications and eligibility for employment; communication regarding the recruitment and application process; verifying eligibility for employment; and complying with applicable legal, regulatory, and contractual obligations.

Personal information is collected and used only as necessary, and we are committed to data minimization, privacy, and providing equal employment opportunities. We are an international organization, and personal information may be accessed or processed by authorized personnel or service providers located outside the United States, subject to appropriate safeguards. We restrict use and access to personal information to authorized personnel and service providers with confidentiality and data security obligations. We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure.

For information about our privacy practices, please review our Privacy Policy at: https://prideglobal.com/privacy-policy

If you do not consent to the collection of such personal information, please advise us immediately in writing at datasecurity@prideglobal.com