Senior Client Service Associate

4 days ago

Campbell, United States TalentLink Solutions Full time

Who We Are:

We are a successful and growing financial planning firm, with a combined 50+ years of experience within our leadership team. Our vision is to provide wisdom and guidance to all the lives we touch. The more individuals we inspire, the greater the impact to our society. With stability, balance and strength, we strive to empower those in our communities to build a legacy of financial independence that can be spread to future generations. Our mission is to impact and improve the lives of our clients and communities by providing high-caliber, personalized service. Our clients are like family, and we passionately care about their dreams and successes. We help our clients navigate their unfolding path to make educated financial decisions on either side of life's transitions. Our Campbell, CA office provides a comfortable, professional work environment. While we aim for the highest service standards for our clients, our office culture is friendly and relaxed. We are a small team, where every team member works hard to support each other, towards the primary purpose of caring for our clients.


Position Overview:

We are seeking a remarkable person to join our team in a Senior Client Service Associate role You will be involved in coordinating various aspects of our clients' financial matters, ranging from investments, taxes, insurance, and trusts, through their financial plan. You are an extension of our advisory team, responsible for data gathering and analysis, development of financial planning recommendations, implementation, complex case research and resolution, trade preparation, reporting, and more, always ensuring a tailored and seamless client experience.


In addition to the technical mastery, you are reliable, dependable, and highly loyal. You have a strong understanding of financial concepts, a clear sense of doing the right thing, and a passion for helping those around you. Your resourcefulness and attention to detail are always accompanied by impeccable follow-through. Your primary skillset lies in project management, allowing you to efficiently navigate and oversee tasks from initiation to completion. You can work autonomously without the need for micro-management and hold yourself accountable for completing your responsibilities.


Responsibilities:

  • Assist the advisors in the preparation of upcoming client meetings; attend meetings for the purpose of notetaking and follow up
  • Engage and support clients through the data collection process
  • Analyze and research information for plan development
  • Organize, review and prepare the data for analysis
  • Produce detailed client road maps, presentations and analyses for meetings with clients and prospects using a combination of systems
  • Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner
  • Update client accounts and review alerts, suitability updates, etc. daily
  • Oversee annual tax reporting and completion of relevant tax documentation with CPAs
  • Investment product research and analysis; evaluate potential investments solutions, presenting findings to advisory team
  • Assist with reporting and updating investment models
  • Monitor portfolios to confirm that all portfolios are in compliance with strategy guidelines
  • Proactively monitor custodian and internal alerts on a daily basis for change
  • Continuously monitor client data across various platforms for accuracy and continuity
  • Monitoring and updating internal operating procedures as required


Qualifications:

  • Bachelor’s degree required, preferably in finance, financial planning, or a related field
  • 3+ years of progressive experience in the wealth management industry, supporting one or more financial advisors required
  • Industry licenses and/or CFP designation, or desire to obtain
  • Knowledge of broker-dealer/RIA platforms and trading systems, experience with LPL systems is strongly preferred
  • Familiarity and Knowledge with financial planning software is required, eMoney experience is highly preferred
  • Intermediate-Advanced knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint) is required
  • Knowledge of CRM software is required, experience with Redtail® is strongly preferred
  • The ability to be a self-starter, critical thinker, problem-solver, and goal-oriented team player
  • Excellent communication (written and verbal), relationship building, and organizational skills
  • Demonstrated ability to multi-task, delegate, and manage a busy workload


Work Hours & Benefits:

This is a full-time, in office position with benefits, including paid time off (PTO), paid company holidays, medical, dental and vision insurance and participation in the company’s 401(K) plan after 3 months of service.

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