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Client Service Associate

2 months ago

Walnut Creek, United States Kestra Holdings Full time

We are Bedell Fraizer, a 40-year old start-up that operates dynamically in everything we do. We are Financial First Responders. We seek out challenges to do good for others. That's our job. That's our professional purpose. When our clients succeed, we succeed. Success isn't luck. It takes courage. It takes guts. It's by design. Our brand stands for service and we are built to last.

The Client Service Associate position is an excellent entry-level opportunity within the financial services industry. We are looking for a team player who is interested in investment management and financial planning. No experience necessary, however a strong desire to learn and

interest in the field is required. This is an opportunity to learn the business from the ground up as well as to grow and advance with our already successful investment management and financial planning firm.

Client Service Associate plays a critical role in the firm supporting a Lead Advisor. This position requires one to consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. The office culture is focused on improving our clients' lives.

Candidate must possess the following attributes:
Client first attitude
Strong work ethic
Respect
Trust

Work Responsibilities:
Work with Lead Advisor on all daily tasks
Manage calendar of Advisor to ensure that all clients have appropriate touch points based on service model
Client meeting preparation
Meeting notes and follow-up actions items
Grow investment and financial planning knowledge
Ensure all client interaction is properly documented
Assist with compliance organization and administration
Marketing support for client events
Be a team player
Other general office activities including phones, paperwork gathering and processing

Knowledge, Skills, & Abilities

Required
Bachelor's degree
Excellent attitude and desire to learn
Good listener
Organizational and time management skills
Self-motivated
Problem solver
Ability to handle multiple tasks within tight time frames
Proficiency with Microsoft Office Suite and computer skills
Robust verbal, written and interpersonal communication skills
Strong interest in financial services industry including financial planning.

Helpful
Experience working with Salesforce
Knowledge of financial markets and investment securities
License preferred, but not required: Series 65

This is an entry-level role. Compensation based on experience with a range of

$60,000 to $68,000.

This position is located near the Walnut Creek BART station.

If you are a highly organized individual with strong leadership skills, we encourage

you to apply for this position. Please submit resume in PDF format.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

  • You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.


KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.