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Client Services Associate
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Menlo Park, California, United States Allocate Inc Full time{"title": "Client Services Associate", "description": "Job SummaryWe are seeking a highly motivated and organized Client Services Associate to join our team at Allocate Inc. As a key member of our Client Services & Operations team, you will play a vital role in supporting our company's growth and development.Key ResponsibilitiesCollaborate with the...
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Client Services Associate
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Client Services Associate
3 months ago
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 would not be limited to):Work alongside the Relationship Management (RM) team to manage the monthly sales pipelineAssist clients in processing subscriptions, transfers, and account maintenanceCollaborate with legal personnel to ensure investors are compliant with required regulations such as AML/KYC and FATCA/CRSPerform educational demos to onboard clientsManage and nurture relationships with new and existing clientsGain in-depth understanding of product offerings to support the RM teamAssist in the development of new processes to further automate workflowsPartner with the technology team to implement enhancements that support client growthCoordinate internally (Legal, Finance, Product, Operations, and Technology teams) to appropriately respond to inbound requests and questionsAdditional responsibilities will be determined based on capacity, skill, and interestQualifications:2-3+ years of applicable experience, alternative asset management or private wealth management industry preferredBachelor's degree in economics, finance, or a related disciplineFINRA Registrations Series 7, 63 preferredAdvanced working knowledge of CRM programsStrong client service orientation with the ability to manage multiple, competing prioritiesExemplary oral, written and interpersonal communication skillsEssential Values & CultureProviding 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:HybridLocation: Menlo Park, CASalary 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), 401kEmployment: Full-timeThis role will be subject to Allocate's Code of Ethics and related compliance obligations of AllocateThe base pay offered will be determined based on the candidate's experience, location, skills, training, certifications and 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.
