Ellevest

Client Services Representative

• Onboard new client relationships and help them transition into the Ellevest family. This will include capturing client information, opening proper accounts, and facilitating account transfers and rollovers from outside institutions.
• Serve as a critical liaison between financial advisors, internal operations teams, and clients. Inclusive of account opening procedures and coordination with Schwab, our custodian.
• Support existing client relationships with ongoing account maintenance, money movement requests, and account inquiries. When the needs of our clients change, our service professionals will frequently be the first call.
• Maintain up-to-date client information in Salesforce.
• Work cross-functionally with other teams to help streamline internal processes for the client services team.
• Assist financial advisors as our investment offering evolves. This will include providing paperwork and documentation to clients to onboard into new investments, including alternatives and private investments.
• Run performance reports and help financial advisors prepare for annual client meetings.
• Thrive in a fast-paced environment, as well as in a high-touch client-facing role.

Client Services Manager