Gatewood Wealth Solutions

Client Services Representative

• Prepare and process new account opening requests for individual, joint, trust, retirement, beneficiary, and other common account registrations
• Review client information for completeness and consistency before submitting paperwork or electronic signature packets
• Coordinate account type, titling, beneficiaries, funding instructions, and supporting documentation
• Track new account paperwork through signature, submission, approval, funding, and confirmation
• Prepare and submit move money requests, including journals, ACH instructions, checks, wires, distributions, and contributions
• Verify transaction details and escalate requests requiring additional review or advisor confirmation
• Monitor transaction status and provide timely updates
• Process beneficiary, title, address, contact, trusted contact, and other account maintenance updates
• Maintain accurate client records and identify downstream tasks involving household records, portal access, billing, or reporting
• Support death claims, beneficiary claims, inherited account openings, and related transition documentation
• Prepare and submit ACATS and other incoming asset transfer paperwork
• Track transfers through completion, including rejections, residual sweeps, delays, and follow-up
• Provide front desk and phone coverage as needed
• Deposit client checks
• Perform ad hoc reporting and data management across CRM and other technology platforms
• Deliver polished, responsive, professional internal and client-facing service
• Protect confidential client information and follow secure data-handling procedures
• Own assigned requests from start to finish and balance speed with accuracy

Client Service Associate