Client Services Coordinator

2 months ago

San Ramon, United States Summit Financial Group, LLC Full time

Summit Financial Group is a leading financial services firm in the San Francisco Bay Area, dedicated to providing innovative financial solutions and exceptional client service. We foster a dynamic and inclusive workplace, promoting professional growth and collaboration. We are currently seeking a motivated, talented, and dedicated Client Services Coordinator to join our growing San Ramon, CA team.


Responsibilities:


The Client Service Team’s primary goal is to provide exceptional service to clients and to alleviate the administrative burden of our advisors, allowing them to focus on growing their business. You will collaborate within the practice team and among a larger group of Client Services Coordinators, working toward those shared goals.

As a Client Services Coordinator, you will be the MVP for the advisors you support, ensuring their practice runs smoothly. Key responsibilities include:

  • Calendar management
  • Client support
  • Review preparation and processing
  • New account setup
  • Money movement
  • Updating client records in our CRM
  • Event support


Under the guidance of our Client Services Manager, you will receive support to excel in your role and grow professionally.


Ideal Candidate:


You are a self-starter with a positive attitude who thrives in a team environment. You are someone who loves a challenge, possesses a high level of integrity, and will work diligently and efficiently to exceed expectations.


Qualifications:


  • Minimum of 3 years of experience in a financial services support role
  • Exceptional interpersonal, written, and verbal communication skills
  • Impeccable attention to detail
  • Excellent time management skills and the ability to prioritize and shift your workload to meet deadlines
  • Ability to maintain a positive team attitude in a fast-paced environment
  • Strong working knowledge of custodial platforms (e.g., Fidelity Wealth Central, Pershing NetX360, Schwab Institutional, RJ Advisor), CRM platforms (e.g., Salesforce, RedTail, Smart Office), financial planning platforms (e.g., eMoney, MoneyGuidePro), and eSignature platforms (e.g., DocuSign)
  • Proficiency in Microsoft Office 365
  • Bachelor’s degree preferred


Why Summit Financial Group, LLC?


At Summit, we are deeply committed to our team. We encourage and promote a GROWTH mindset, believing that everyone—clients and team members—can lead an abundant life by practicing gratitude and investing in one another and in our community. Alongside your competitive compensation package, Summit offers a progressive bonus program where employees who exhibit the Abundance Mindset share in the firm's financial success.


Perks & Benefits


  • Competitive salary and benefits package, including medical, dental, and vision insurance, HSA, 401(k), EAP, Charitable Match, and education reimbursement programs
  • Professional development and career advancement paths
  • Opportunity to work with a talented and dedicated team committed to enriching the lives of others
  • Opportunities to give back to the community through paid volunteer time and company-sponsored employee charity donations
  • Complimentary beverages and snacks
  • Regular happy hours and team/firm activities
  • Office conveniently located within walking distance of three major shopping and dining hubs featuring popular restaurants, grocery stores, and retail shops


Summit is committed to creating a diverse and inclusive environment that fosters learning and celebrates diverse backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer, dedicated to providing a work environment free of harassment and discrimination.

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