Client Service Associate

About Modera Wealth Management: Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.We are seeking individuals who embody Modera's core values:Confident Humility - a quintessential team player, willing to do whatever it takes to get a job done, with pragmatic optimismContagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires othersTrusted Relationships - Supportive and authentic with mutual respect for colleaguesIn addition, the ideal candidate:Shares our commitment to diversity and an inclusive working environmentIs extremely organized with excellent attention to detailIs capable of prioritizing and managing multiple tasks concurrentlyThrives in an environment focused on creative problem solvingIs an engaging and charismatic communicatorHas a passion for excellent serviceIs a self-starterJob responsibilities include but are not limited to:Primarily assist Client Service Specialists (CSS):Communicate with clients, both verbally and electronicallyCorrespond with custodians, accountants, and other professionalsOpen new accounts and transfer assetsProcess money movements (including check requests, internal journals, ACH transfers, and wires)Prepare for clientprospect meetings. This includes putting together folders with agreements, agendas, reports, and any other meeting documents the Advisor may needOrganize, scan, and maintain client paperworkSupport Office Administration, including, but not limited to:Greet and accommodate clients and other visitorsScreen and transfer callsBook appointments and prevent calendar conflictsScan, file, and document incoming mail. Prepare out-bound mailings.Responsible for the accuracy and timeliness of work, including documenting, completing, and tracking completion of client related tasks and properly updating system software with client and other related information.Multi-task, organize and complete all other projects as assigned by management, prioritize projects, client needs and office procedures.Consistently maintain a high standard of customer service.Preserve client confidentiality.Qualifications for this position:Entry level limited finance industry experienceGeneral finance and custodian knowledgeProficiency with Word, Excel, and OutlookExcellent written and verbal communication skillsHighly professional team player, able to work well with all levels of the firm, as well as with clientsAdaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods to meet tight deadlinesMust be organized, meticulous, dependable, adaptable, detailed and service-oriented and able to multitaskPersonable, warm, engaging; Client first attitude; Supports a team environmentStrong sense of professionalism and discretion requiredOccasional travel may be required What we offer:Compensation Range: $60,000 - $75,000 annually, non-exempt + bonus The posted salary range of this role reflects various factors, including location, experience, and job-related skills Performance-based bonusSafe Harbor 401(k) planMedical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurancePaid vacationOpportunities for professional growth and continuing educationModera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.For additional information about Modera, including its registration status, fees, and services andor a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (A full description of the firm's business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.

Created: 2025-01-31