Senior Associate, Client Support

Responsibilities The Senior Associate, Client Support supports a team of wealth advisors in serving client relationships. This position requires a broad understanding of financial markets, investment strategies and products, allocation models, life and health insurance, annuities, and can perform a wide range of client centric services, with a strong industry nomenclature. This position encompasses a wide range of responsibilities and duties in support of the wealth advisors’ client engagements and confidential projects. The duties require the astute knowledge and experience in working on Security platforms such as TD Ameritrade and Charles Schwab, as well as on wealth management platforms such as Black Diamond and/or Orion, Salesforce (CRM), eMoney (or simply financial planning tool) and paperless automation, such as DocuSign, SharePoint, and ShareFile. Responsibilities Client Onboarding and Account Maintenance Filling out new client paperwork and following up about signatures Updating new accounrts and creating reporting groups, client portals, households (Salesforce, Orion, & eMoney) Account updates, ongoing paperwork for account changes Tax season: Gathering 1099s, K-1s and other tax related documents Maintain client data in CRM system Respond to client requests in a timely and professional manner Perform investment, tax and personal planning research Perform operation aspects on the Schwab and TD custodian platforms Cash Management Arrange capital calls, wires and checks for clients Helping clients manage margin and PALs (pledged asset lines) Quarterly Reconciliation and Reporting Reconciling client groups, producing reports and uploading them into client portal Qualifications Bachelor's Degree required in Personal Finance, Finance, Accounting or other relevant discipline CFP License preferred 1 - 3 years of financial planning or wealth management experience preferred Strong written and oral communication skills Relationship management Experience with the following platforms preferred Schwab TD Ameritrade Salesforce eMoney Morningstar Orion Time management skills Self-motivated, highly driven and entrepreneurial personality Overview Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 38,000 professionals and a combined worldwide revenue of $4.3 billion. Many of Baker Tilly’s roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. For California, Colorado, New York and Washington: The compensation range for this role is $78,840 to $167,130. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.