Client Services Associate

2 weeks ago

Menlo Park, United States Allocate Holdings Inc. Full time

Job Responsibilities: As a member of the Client Services & Operations team, you will play a dynamic and vital role in supporting Allocate’s long-term growth. The role is focused on the development, servicing, and management of Allocate’s client relationships across all product lines. Responsibilities include (but are not limited to): Work alongside the Relationship Management (RM) team to manage the monthly sales pipeline. Assist clients in processing subscriptions, transfers, and account maintenance. Collaborate with legal personnel to ensure investors are compliant with required regulations such as AML/KYC and FATCA/CRS. Perform educational demos to onboard clients. Manage and nurture relationships with new and existing clients. Gain in-depth understanding of product offerings to support the RM team. Assist in the development of new processes to further automate workflows. Partner with the technology team to implement enhancements that support client growth. Coordinate internally (Legal, Finance, Product, Operations, and Technology teams) to appropriately respond to inbound requests and questions. Additional responsibilities will be determined based on capacity, skill, and interest. Qualifications: 2-3+ years of applicable experience, alternative asset management or private wealth management industry preferred. Bachelor’s degree in economics, finance, or a related discipline. FINRA Registrations Series 7, 63 preferred. Advanced working knowledge of CRM programs. Strong client service orientation with the ability to manage multiple, competing priorities. Exemplary oral, written, and interpersonal communication skills. Essential Values & Culture: Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications is a top-tier client experience. Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion. Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve. Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior. Civil Discourse is embraced: We believe open, intellectually curious conversations are required to arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right. Additional Details: Hybrid Location: Menlo Park, CA Salary Range: $75-100k base salary + equity. May be eligible for a discretionary bonus if an active employee as of fiscal year-end. Benefits: Medical, dental, vision, responsible time off (RTO), 401k. Employment: Full-time This role will be subject to Allocate's Code of Ethics and related compliance obligations of Allocate. The base pay offered will be determined based on the candidate’s experience, location, skills, training, certifications, education, and other relevant qualifications specific to the role, as well as internal equity and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range; however, from time to time, it may occur on a case-by-case basis. #J-18808-Ljbffr

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