FULL_TIME

FEED

YEAR

AdvisoryEngage and support weekly prep for client meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings. Client and Firm EngagementProvide administrative support as needed: answers calls, manages contacts, manages schedules, produce reports, and creates presentation materials.

<div>Client Service Associate/Trader</div> I.     MISSION The Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit across our firm and clients. The key role of this position is to engage and support the overall success of many different projects and initiatives and by working side-by-side with our Advisory and Client Services teams. The Client Service Associate focuses on team engagement, client success, and managing assigned projects. This individual enjoys and excels at the day-to-day operations of the firm.   This position requires a proactive approach and an ability to independently carry out the duties of the position. The ideal candidate will exhibit high standards, excellent communication skills, good judgment, and an ability to take initiative, and prioritize daily tasks. The ability to effectively manage time and multi-task with attention to detail is critical to this role. The Client Service Associate must be confident about decision-making under uncertainty and under time pressure. ESSENTIAL RESPONSIBILITIES Client and Firm Engagement<ul><li>Provide administrative support as needed: answers calls, manages contacts, manages schedules, produce reports, and creates presentation materials.</li><li>Maintain and retain office files consistent with firm/professional policies and requirements.</li><li>Support marketing and client events as requested including newsletters, blogs, social, website, communications, office events, etc.</li><li>Conduct other administrative related tasks and projects as needed.</li><li>Execute on the firms day-to-day trading activities under the supervision of the Director of Operations.</li><li>Monitor portfolios, rebalance accounts, ensure fair execution and trade review for compliance.</li><li>Sends paperwork to clients using the electronic signature system while adhering to the custodians’ compliance rules pertaining to electronic signatures.</li><li>Quality check and submit custodial items for processing. Supports Compliance to maintain an effective and robust investment advisory compliance program.</li><li>Conducts certain compliance program tests.</li><li>Performs other compliance related tasks and projects as assigned.</li></ul> Advisory<ul><li>Engage and support weekly prep for client meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings.</li><li>Support client onboarding requirements for financial planning and investment management applications.</li><li>Prepare and produce back-office support demands for basic client account requests.</li><li>Support back-office initiatives and/or core projects that support Advisory teams.</li><li>Gather and prepare necessary information for advisory meetings with clients.</li></ul> III. POSITION SPECIFICATIONS Experience and Education:<ul><li>Bachelor’s degree. </li><li>Pursuit of Financial Paraplanner Qualified Professional (FPQP) Certification preferred.</li><li>0-4 years of experience in a financial services firm with an emphasis in either client services and/or operations.</li><li>Leadership experience demonstrated through reporting structure or special projects.</li><li>Experience with investments and financial planning applications preferred.</li><li>Experience working with various custodial platforms preferred.</li></ul> Skills and Knowledge: <ul><li>Excellent communication skills. (verbal, written and listening)</li><li>General tech stack proficiency. </li><li>Knowledge of RIA operations, regulations, compliance, and oversight.</li><li>Demonstrates personal integrity, honesty and can deal with confidential information daily.</li><li>Ability to handle stress in an ever-changing investment market.</li><li>Excellent time management and strong organizational skills.</li><li>Ability to prioritize multiple tasks and anticipate potential problems.</li></ul>Job Type: Full-time, salaried non-exempt  Location: Based in Chapel Hill, North Carolina. This position is primarily in-office, with some flexibility for work-from-home days.  Salary: Base: $50k-65k+ up to $10k in bonuses. Please submit your cover letter and resume detailing your demonstrated success in this type of role when applying. Kindly describe how our core values align with your own. Our firm provides a competitive salary, a team-based revenue bonus plan, structured career tracks—including a defined path toward equity partnership—comprehensive medical, dental, vision, and life insurance benefits, 401(k) with matching contribution, generous paid time off, volunteer time off, a flexible work-from-home policy (up to five days per month, with Monday and Thursday designated for in-office collaboration), and ongoing educational reimbursement opportunities. Powered by JazzHR

Hilltop Wealth Advisors, LLC

Client Services Associate/Trader

Administrative Skills

Blog

Communication Skills

Contact Management

Customer Service Operations

Customer Support/Service

Detail Oriented

Establish Priorities

Finance Software

Financial Planning

Financial Services

Investment Management

Leadership

Maintain Compliance

Marketing

Multitasking

Newsletter

Onboarding

Online Communications

Organizational Skills

Presentation/Verbal Skills

Project/Program Management

Reporting Skills

Rich Internet Application (RIA)

Schedule Development

Telephone Skills

Time Management

Trading/Stockbroking

partner JazzHR

UNKNOWN

With a unique depth of knowledge and experience in ERP/SaaS solutions, Klipboard has a wide range of clients includes wholesalers, distributors, merchants and retailers from small traders to multinational enterprises. RAM Tracking, a leading provider of vehicle tracking and field service management solutions, is currently seeking a Customer Success Executive to join our growing team in Blue Bell, PA.

Klipboard provides specialist software, services and support to deliver fully integrated trading and business management solutions to companies in the distributive trade - wherever they are in the world. With a unique depth of knowledge and experience in ERP/SaaS solutions, Klipboard has a wide range of clients includes wholesalers, distributors, merchants and retailers from small traders to multinational enterprises. Klipboard has offices in the UK, Ireland, The Netherlands, South Africa, Kenya and North America. Our mission is simple: to design and deliver high performance, integrated ERP solutions that enable our distributive trade customers to source effectively, stock efficiently, sell profitably and service competitively Klipboard is a global, growing business that embraces AI and emerging technologies to enhance customer outcomes, collaboration, and continuous improvement. We're looking for people who are curious about or fluid with AI, open to change, and excited to learn how technology can improve the way we work and help our customers which is always supported by strong human insight and communication. RAM Tracking, a leading provider of vehicle tracking and field service management solutions, is currently seeking a Customer Success Executive to join our growing team in Blue Bell, PA. This position is Part Time 20 hours a week and fully office-based 3-4 days a week. Following our acquisition by Klipboard (formerly KCS) in February, we're entering a new and exciting phase of growth. With over 2 million monthly platform logins and a rapidly expanding customer base across the UK and North America, this is a unique opportunity to join a dynamic, forward-thinking organization. Key Responsibilities: <ul><li>To adhere to all site rules as laid down by the Senior Team and outlined within your employee pack and contract. </li><li>To enforce a culture of Performance. </li><li>To enforce a duty of care; Employees have a duty of care to their employer; meaning they should act responsibly to other Employees and to the Employers property. </li><li>To adhere to all health and safety rules, with all accidents and near misses reported as they occur. </li><li>Control regular fixed, standard transport requests to meet the required service level. </li><li>Track shipments and provide feedback to the receiver. </li><li>Liaise with transport providers. </li><li>Enter accurate and consistent data in the operating system. </li><li>Carry out a monthly stock-take. </li><li>Liaise with the wider group when required. </li><li>Ensure that financial job costing, invoicing, and reporting for freight is carried out in accordance with company standards. </li><li>Completing general administration and data entry tasks accurately and efficiently. </li><li>Work within company standards always. </li></ul> Skills, Knowledge and Experience: <ul><li>Computer Literate. </li><li>Able to work as part of a team or on their own initiative. </li><li>Eager to learn new things </li><li>Be quick thinking and able to trouble shoot and resolve problems independently. </li><li>Strong attention to detail, and high levels of accuracy when working and reporting. </li><li>Excellent all-round communication skills. </li></ul> Company Info You may also have seen from our recent posts that we are excited to begin sharing our new company name - Klipboard. Kerridge Commercial Systems (KCS) is becoming Klipboard and our new brand is designed to bring together our expertise across distribution, automotive, retail, rental, transport management, manufacturing, and field service management. We have offices based across the world and we are looking for talented individuals to join our growing teams. Due to our growth over the last few years it is an exciting time to join us as we enter our next chapter! Equal Opportunities As a global company, we value and respect the diversity of our workforce, aiming to empower everyone to embrace each other's differences. We are committed to creating an inclusive workplace where diversity, equity, and inclusion are integral to our company and culture. We recognize the benefits of a diverse workforce, where creativity and valuing differences enable us all to thrive and sparks innovation. If you require any help, adjustments and/or support during the interview and offer process then please advise our TA or HR team. Research shows that women and other underrepresented groups are less likely to apply for a role unless they meet every listed requirement. However, we recognise that skills and experience come in many forms, and we encourage you to apply even if you don't meet every criterion. If you are passionate about this role and believe you have the right mindset and transferrable skills, we would love to hear from you! To all recruitment agencies: Klipboard does not accept agency speculative resumes. At present we only accept CV's from Agencies on our PSL who have been assigned specific position/s. Please do not forward resumes to our careers site or direct to Klipboard employee as this does not constitute an introduction and Klipboard retrospectively will not be liable for any candidate ownership or fees related to unsolicited resumes.

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Client Services Associate/Trader Hilltop Wealth Advisors, LLC

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