Client Service Support Analyst

4 weeks ago


San Francisco, United States Evolve Talent Partners Full time
Job DescriptionJob Description

Private wealth management firm, based in San Francisco, is seeking a Client Service Support Analyst to join their client service team. The primary responsibility will be to provide support services to our ultra-high net worth clients. The ideal candidate will have at least one year of relevant experience in wealth management, financial services, or accounting.

Responsibilities

  • Administrative support for the Client Service Team
  • Scanning, filing, and document maintenance
  • Assisting with onboarding new clients
  • Preparing engagement agreements, Investment Policy Statements and other paperwork
  • Assisting with client portfolio rebalancing
  • Transactions (transfer, wires, checks, trading, etc.)
  • Sending client tax information to their tax preparers
  • Assuring e-client records are updated regularly
  • Maintaining client information in CRM system
  • Additional projects, as needed

Requirements

  • Bachelor's degree required
  • Be a self-starter, detail oriented, reliable, dedicated, collaborative, with a friendly and positive personality
  • One-year relevant industry experience, ideally in a family wealth management office or accounting firm. Tax experience a plus.
  • Expert knowledge of Excel, Word, Outlook, and Adobe Professional software
  • Ability to handle pressure and deadlines
  • Comfortable working in a paperless environment
  • Top-notch client focused communication skills, attention to detail, and ability to multitask
  • Values the importance of the administrative role within the structure of the company
  • Must be able to lift 30 pounds

Starting salary: $75,000 annually. Full benefits include, health, dental, life insurance, and 401(k) plan.



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