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Reconcile client fees, research disputes, post payments, make collection calls, process payments and waivers, assist billing and daily balancing, maintain invoice records, and respond to fee-related inquiries across the organization.

Serve as primary contact for new client account setup and funding, manage client communications, educate on IRA rules and alternative investments, update Salesforce, coordinate cross-functionally to transition clients to service, support referrals and special projects, and attend occasional industry events.

Drive new client acquisition by outbound and inbound sales calls, educate prospects on self-directed IRA products and IRS rules, meet monthly sales goals, cross-sell accounts and products, manage escalations, document activity in Salesforce, and coordinate onboarding to ensure accounts are opened and funded.

Support clients and investment sponsors with onboarding and servicing self-directed investments (private equity, hedge funds, real estate). Manage team inboxes, client queues, chats, follow-up calls, process onboarding forms and overflow transactions, maintain CRM records, clean up client data reports, and assist on special projects.

Lead compliance functions for a brokerage firm: maintain Written Supervisory Procedures, support AML program and supervisory reviews, manage regulatory filings and vendor oversight, develop compliance training, investigate issues, oversee supervisory activities, maintain documentation, coordinate regulatory responses, and support firmwide compliance initiatives.