Established wealth management firm is seeking a Client Service Associate to join their team.
This role is responsible for supporting the operational and administrative functions of the firm.
The ideal candidate is a dedicated professional with relevant experience.
Strong attention to detail, organizational skills, and the ability to form professional relationships will be important for success in the position.
*RESPONSIBILITES:*
* Manage general office administration tasks, including supplies management and office space coordination.
* Professionally and courteously handle incoming phone calls and inquiries.
* Willingly undertake additional responsibilities to ensure the efficient operation of the office environment.
* Act as a liaison between clients and advisors, addressing inquiries and resolving issues related to administrative matters.
* Assist clients with completing necessary paperwork and documentation.
* Manage routine operational tasks to streamline advisor workflows.
* Promote and facilitate client engagement with online resources and the client portal.
* Exercise sound judgment and ethical decision-making in all interactions.
* Uphold strict confidentiality and security protocols regarding client information.
* Develop a basic understanding of the products and services utilized by the firm
* Familiarize oneself with relevant legal and regulatory requirements related to client needs and financial planning recommendations.
* Stay informed about the company's financial planning approach and service offerings.
* Ensure consistency and accuracy in the use of data definitions throughout the firm.
* Maintain up-to-date and accurate records of client information and interactions.
* Support and uphold operational workflow processes.
* Take ownership of data definitions and oversee their ongoing maintenance.
* Assist in minor updates to the website and other platforms
* Coordinate and manage client events as needed.
* Demonstrate proficiency in utilizing the technology and services offered by our custodial platform provider.
* Utilize key software applications, including CRM, document management systems, and scheduling tools, to support operational workflows.
*QUALIFICATIONS:*
* Bachelor's degree
* Minimum of 1 year of experience in a customer service or administrative role.
* Adaptability to a dynamic startup culture.
* Demonstrated ability to prioritize tasks, solve problems, and show initiative.
* Excellent verbal and written communication skills.
* Preferred: Proficiency in a foreign language, especially South Asian languages
* Proficiency in business computer applications, including MS Office Suite and Adobe Acrobat.
* Strong interpersonal skills and a commitment to delivering quality service.
*SALARY:*
* $70-80k + bonus, depending on experience.
Exceptional benefits.
Job Type: Full-time
Pay: $70,000.
00 - $80,000.
00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Paid training
* Vision insurance
Compensation package:
* Bonus opportunities
Schedule:
* 8 hour shift
* Monday to Friday
Ability to Relocate:
* Redwood City, CA: Relocate before starting work (Required)
Work Location: In person
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