Client Relationship Specialist

Our family-friendly, Wealth Management firm in Redwood City, CA has an immediate opening for a Client Relationship Specialist.
This individual can expect to play a critical role in the smooth functioning of the office.
With overall responsibility for excellent customer service and the efficient interaction of clients and advisors, the Client Relationship Specialist must be able to work effectively with other team members, clients, and Financial Advisors.
*Responsibilities and Activities:* * Schedule client reviews.
* Respond to client service issues*.
* * Answer phones and proactively reach out to clients.
* Review and confirm client trades.
* Investigate and resolve any trade errors.
* Coordinate New Client Onboarding.
* Meet with clients and starts new client procedures.
* Follow up with clients and custodial firms as needed to make sure all paperwork is processed.
* Process Quarterly Reports, including review for accuracy and post quarterly reports to client portal.
* Develop, maintain, and document procedural written systems.
*Expectations:* * A “can do” proactive attitude.
* Prompt response to client inquiries.
* Willing to occasionally work weekends or evenings as necessitated by client events.
(2-4 events per year) * We strive to provide an exceptional client experience.
Everyone’s compensation is tied to how well we are doing, therefore a team player attitude is essential.
*Knowledge, Skills, and Abilities*: * Superior attitude towards exceptional client service.
* Highly proficient in Microsoft Office.
* Noteworthy interpersonal aptitude.
* Strong organizational and time management skills.
* Comfortable learning new technology.
* Able to demonstrate command of CRM and automation.
* Ability to multi-task and operate on tight deadlines.
*Preferred:* * Previous experience in a brokerage, bank trust department or investment advisory firm merits immediate consideration.
Compensation is competitive and commensurate with experience.
Employee benefits include Medical, Dental, and Vision Insurance, Retirement savings through a 401k, 401k matching, and Profit Sharing Plan.
*Please do not call our office.
* Please respond explaining why you would be a good fit as a member of our team.
We look forward to getting to know you.
Job Type: Full-time Pay: $60,000.
00 - $75,000.
00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Paid time off * Vision insurance Compensation package: * Bonus opportunities Work setting: * In-person Education: * Bachelor's (Preferred) Experience: * Office: 1 year (Preferred) * Financial Concepts: 1 year (Preferred) Work Location: In person