Job Details
Client Service Associate
Wealth Management Firm
Redwood City, California
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:
Administrative Duties:
- 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.
Client Support (40%):
- 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.
Ethical Conduct:
- Exercise sound judgment and ethical decision-making in all interactions.
- Uphold strict confidentiality and security protocols regarding client information.
Industry Knowledge:
- 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.
Process & Data Management (30%):
- 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.
Technology:
- 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.