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Client Services Associate

3 months ago

Redwood City, United States Evolve Talent Partners Full time

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:

  • 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:

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.

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