Job Details
Our client is looking for a Client Service Associate.
Qualifications:
- 2+ years of experience in investment management and/or financial advisory services required.
- Experience with SalesForce, Money Guide Pro, Box, Charles Schwab Custodial Services and Orion portfolio accounting software is a plus.
- Competence in Wealth Management operational systems.
- Passion to help new and existing clients.
- Excellent interpersonal skills and excellent verbal and written communication skills.
- A high level of professionalism and exceptional attention to detail.
- Ability to manage priorities and workflow and work independently.
Salary: $80,000 - $110,000
Please submit a resume for consideration and a full job description. Only accepting local Bay Area candidates.