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Client Service Representative

3 months ago

Mill Valley, United States Assembly Wealth Full time
We are an independent SEC Registered Investment Advisor located in Mill Valley, CAactively seeking dynamic individuals to join our esteemed Wealth Management team.Our practice is deeply committed to delivering exceptional service to our discerningclients and actively engaging with the local community.We believe in the idea of wealth of life - creating a full circle of well-being, personalfulfillment and empowerment, that can positively impact others. We are seeking teammembers who share our commitment to placing client needs first who will thrive in acollaborative environment. Learn more atResponsibilities:Work closely with the Wealth Advisors to support Assembly Wealth's high netwealth clients.Assist in the implementation of our day-to-day processes and systemsincluding cash management, account opening and ongoing maintenance.Coordinate with third parties including custodians, accountants, mortgageand line of credit providers.Be courteous and attentive to client needs, answering calls promptly andgetting a quick and accurate response to them.Maintain accurate notes and records in the CRM.Calculate and process client billing.Be a driver for efficiency and streamlining processes.Participation in community and team events in Mill Valley with advancednotice.Qualifications:Education & Experience: Bachelor's degree (preferred), preferably in business,accounting, finance, economics, or related field. Minimum of 2 years ofexperience in investment management and/or financial advisory services with aproven attention to detail and a desire for growth.Technical Proficiency: Experience with SalesForce, Money Guide Pro, Box,Charles Schwab Custodial Services and Orion portfolio accounting software(preferred).Local Presence: Ability to attend events locally in Mill Valley, CA.Other Skills & Experience:Detail oriented with a steadfast commitment to accuracy.Strong ability to manage and prioritize multiple tasks.Excellent written and verbal communication.Proven track record of delivering high quality work in an entrepreneurial,small company environment.Competence in Wealth Management operational systems.Passion to help new and existing clients.Robust personal integrity to uphold firm's purpose, vision, and values.Benefits:Primarily remote work with periodic in-office commitments.Hours are 8 am to 4 pm PT Monday through Thursday and 8 am to 2:30 pm PT onFridays. Early closure the day before market holidays.Rich benefit plans with 100% employee coverage and 50% dependent coverageand company 401k match and profit-sharing.

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