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Walnut Creek, California, United States Rockefeller Financial Full timeAbout Rockefeller Capital Management:Rockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. With roots tracing back to 1882 as the family office of John D. Rockefeller, the firm has adapted to provide strategic guidance to ultra- and high-net-worth individuals, families, institutions, and corporations...
Client Service Associate
2 months ago
Job Type Part-timeDescriptionThis position is located at our Walnut Creek, WA office which is located at: 1220 Oakland Boulevard, Suite 200, Walnut Creek, CA 94596 This is a part time role. We anticipate this person will work about 20 hours per week with the possibility of growth in the future. The Client Service Associate provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients in meeting their goals and providing the highest quality client service. Principal Accountabilities:Initiates and monitors administrative details to serve team and clients with excellence, which include but are not limited to:Manages all procedures and follow-up necessary to service investment accounts (e.g., processing applications, deposits, withdrawals, transfers; collating and mailing Quarterly Investment Reviews; and generating various investment reports as needed).Prepares requested client, branch, or investment reports and spreadsheets in a timely manner.Transcribes or composes routine correspondence and emails with speed and accuracy and in keeping with the highest business standards.Manages expense reporting process in a manner consistent with Finance procedures.2. Works in conjunction with Manager and team to initiate and organize meetings and respond to client inquiries regarding actions taken to accomplish goals including:Coordinates the scheduling of team appointments, meetings, and travel arrangements.Greets team's visitor(s) or client(s) in a warm, welcoming manner,Proactively plans for and responds to urgent needs.Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its client base.Approaches work, interactions and relationships in a manner consistent with the company's Core Values.3 Provides administrative support to the Division and/or team in a manner consistent with service standards, including:Executes all functions necessary to maintain accurate electronic records and database of prospect and client information in accordance with compliance guidelines and regulations, including maintaining well indexed and up-to-date electronic file systems for correspondence, reports and reference material, and confidential and non-confidential material.Gathers, records, and processes pertinent information from clients or financial institutions for record maintenance or further analysis by other team members.Effectively utilizes CRM and DMS systems to maintain records in an accurate, up-to-date manner.Answers incoming calls and emails in a professional manner, providing routine information referring to the appropriate team member when needed.Actively builds efficiencies and effectiveness into administrative and clerical tasks.Performs some branch accounting tasks, such as accounts payable and receivables, as required and forwards all other branch accounting information in a timely manner to the Finance department for processing.Processes incoming and outgoing mail efficiently.Ensures office equipment is properly maintained.4. Monitors and orders office supplies as needed within budgetary guidelines, maintaining positive relationships with vendors and service representatives to support the goal of office efficiency.5. Processes quarterly billing generates invoices and maintains updated Client Income Projection report in a timely, and accurate manner.6. Supports and completes special company-wide projects in accordance with prescribed standards and guidelines.7. Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines. Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company.RequirementsQualifications:Organizes and expresses thoughts clearly and concisely in both speaking and writing.Demonstrated excellent computer literacy/skills and knowledge of specialized office programs, including strong proficiency within Microsoft Office products, specifically Microsoft Excel, Word, and Outlook.Demonstrated knowledge of file management principles and, with assistance from internal training resources, demonstrated competency in utilizing company-specific software applications.Adeptness at prioritization and proactive planning with ability to complete multiple time-sensitive tasks, responding to urgent needs.Personal integrity and ability to discreetly handle confidential data.Aptitude and passion for learning new things quickly with a strong work ethic in an ever-changing environmentCapability to excel in a team environment as well as working independentlyDesire to serve clients and co-workers with excellenceProven strong technical and analytical skillsStrong business mathematical skills and keen attention to detailStrong organization skills and systems acumenEducation, Experience, & Skills:Bachelor's degree in management, Business, Finance, Accounting or a related field is preferred.Minimum of three (3) years prior experience in a support role in administrative support, customer service, or accounting in a financial, investment, banking or accounting company is strongly preferred.A reasonable estimate of the current range is $25 to $35 per hour. This job description is for California only and the salary range listed above is specifically related to the cost of labor for this area. Any offered salary is determined based on internal equity, internal salary ranges, applicant's skills and prior relevant experience, and certain degrees and certifications. The range is provided in good faith. We may ultimately pay more or less than the posted range. This range may be modified in the future. Blue Trust is an equal opportunity employer.
