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Client Operation Specialist
1 month ago
Join Our Team as a Client Operations Specialist Are you passionate about providing exceptional service and making a difference in people's lives? Do you thrive in a collaborative environment where your contributions truly matter? If so, we invite you to be part of our friendly and professional team at Tomren Wealth Management, a service-oriented financial consulting firm based in beautiful San Ramon.
Who We Are
We pride ourselves on delivering various financial services, including investments, insurance, and retirement planning. We believe that a relaxed yet dedicated workplace leads to extraordinary results, and we're committed to maintaining the highest standards of professionalism in everything we do. Our culture fosters independence and a genuine passion for helping our clients succeed.
What You'll Do
As an Operations Associate, you will create a positive experience for our clients and ensure that our office runs smoothly. Your responsibilities will include:
- Preparing essential paperwork for clients and prospects, including new accounts, transfers, contributions, and beneficiary updates.
- Maintaining organized client files and ensuring compliance with all necessary regulations.
- Build and nurture ongoing relationships with clients and colleagues through effective communication.
- Support office coverage and help with seminars and events as directed.
- Manage updated client records using our CRM system and follow up on outstanding transactions.
What We're Looking For
We seek a detail-oriented and proactive individual who can manage multiple projects while working under deadlines. To be successful in this role, you should possess:
· **Experience in wealth management is a plus, particularly familiarity with LPL Client Works.**
· Financial licenses a plus but not required
· Attention to detail and accuracy in work, ability to work fast and accurately is important
· Professional demeanor and appearance
· Interpersonal skills: able to effectively and professionally interact with others
· Excellent written and verbal communication via phone, email, in person, etc.
· Excellent and proactive organizational and time management skills
· Ability to multi-task efficiently, manage workload, take a proactive approach to problem
· An authentic commitment to serving others with compassion and dedication.
· Proficient in MS Word, Excel, SalesForce, Outlook, and general computer skills
Our office is located in San Ramon. Monday through Friday, the salary range depends on experience and qualifications; medical, dental, vision, and retirement plans are available after a 90-day probationary period. Must submit to fingerprinting and pass a background check. Room for advancement.
Please submit a resume and cover letter via email. **Resumes must have cover letters to be reviewed.**
