Note: The job is a remote job and is open to candidates in USA. William Joseph Capital Management is a growing advisor-focused wealth management firm seeking a detail-oriented and proactive New Account Specialist to support financial advisors and enhance client experiences. The role involves managing client requests, executing account maintenance, and coordinating onboarding processes while maintaining organized documentation and workflows.
Responsibilities
- Be the first line for client requests: scheduling, status updates, document handling, and follow‑ups
- Execute money movement (ACH/wires/checks) and routine account maintenance with proper approvals
- Answer non‑investment account questions (balances, holdings, statements) and enroll clients in portals/e‑signature
- Prepare meeting materials and post‑meeting follow‑ups; track action items to completion
- Manage calendars, invites (with Zoom/Teams links), agendas, and light travel/expenses
- Keep files organized (scan, name, and store docs); maintain clean notes and tasks in CRM
- Coordinate advisor and client onboarding from “paperwork out” to “day‑one ready”
- Keep CRM and SharePoint workflows current; ensure nothing slips through the cracks
- Support proposal/packet assembly and standard reporting (no investment advice)
- Triage support questions and share “how‑to” tips that make advisors more effective
Skills
- 1–3+ years in a client service or advisor support role (RIA/wirehouse/bank)
- Strong organizational, communication, and interpersonal skills
- Experience with Docusign, CRM systems, SharePoint, and Microsoft 365
- Familiarity with custodians, money managers, and investment concepts
- Ability to manage multiple priorities and meet time-sensitive deadlines
- Passion for advisor and client success
- Bonus if you've used Redtail (or similar CRM), Black Diamond, Schwab Advisor Center, AssetMark/Adhesion
- Licenses not required; willingness to pursue in the future is a plus
Benefits
- Retirement
- Medical Reimbursement
- Work-life balance
- PTO benefits
Company Overview
At William Joseph Capital Management, Inc., we pride ourselves on being a fully independent investment advisory firm. It was founded in 2015, and is headquartered in Bristol, Connecticut, USA, with a workforce of 11-50 employees. Its website is https://www.williamjosephcapital.com/.
Apply Now