Client Service Associate
4 days ago
Elmwood is a wealth management practice based in Berkeley, California. We currently manage approximately $425 million of client assets for 175 household relationships. Our business model is to be a full-service provider of financial planning, investment management, estate and tax planning to our clients as it relates to their situation. We are a small team, all of whom have worked together for many years, and are looking for a new member to join us and support our growth. The position we are looking to fill is for a Client Service Associate who can help support us in many different facets of our business. Since we are a small team, its paramount to find someone who will thrive in a role where they will be asked to help in numerous areas of our business. The ideal candidate will have both professional and industry experience, and be software savvy. Client Service Associate Support lead advisors in preparation of client meetings. This may include client data gathering, preparation of reports used in meetings, and summarizing past client meetings and updates. Coordinate, track and take ownership of all action items from client meetings with team and CRM software. Oversee client custodial paperwork through outsourced third party provider, and in some cases draft and complete custodian paperwork. Send out contracts, agreement updates, and other operational paperwork that clients need to execute. Serve as internal lead tax coordinator for our third party tax preparation partner. This includes onboarding new tax preparation clients and updating files to their tax client portal. Assisting team executing on our client service calendar, which entails reaching out to clients for data updates allowing us to complete the various deliverables scheduled throughout the year. Monitor and update client portals, which includes reaching out to clients to request information we require for our planning process. Assist with company operations, compliance and special projects as they come up. Qualifications 3-5 years of relevant industry experience. College graduate. Excellent written and verbal communication abilities. Has great attention to detail and works proactively. Able to work collaboratively, or independently on daily work. Experience with Microsoft Office, Tamarac, Wealthbox, eMoney and Holistiplan. #J-18808-Ljbffr
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Client Service Associate Wealth Management
6 days ago
Berkeley, United States Retirement Resource Center LLC Full timeA local financial advisory firm in Berkeley, California, is seeking a Client Service Associate to support client meetings, manage action items, and oversee custodial paperwork. The ideal candidate has 3-5 years of relevant experience and a Bachelor's degree. Key skills include excellent communication, attention to detail, and proficiency in various financial...
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Client Services Specialist
2 days ago
Berkeley, United States TalentBridge Full timeJob Description Job Title: Client Services Specialist Job #: 23-02850 Location: Berkley, IL Onsite Flexibility: 100% onsite Connecting People with Their Purpose At TalentBridge, we know success begins with personal connections, and our goal is to fully understand your values, motivations, and passions, then to connect you with companies whose values and...
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Onsite Client Services Coordinator
4 days ago
Berkeley, United States TalentBridge Full timeAn established industry player is seeking a Client Services Specialist to connect customers with internal teams and ensure seamless order processing. This role is pivotal in enhancing customer satisfaction through effective communication and issue resolution. The ideal candidate will possess strong organizational skills and a keen attention to detail,...
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Onsite Client Services Coordinator
3 days ago
Berkeley, IL, United States TalentBridge Full timeAn established industry player is seeking a Client Services Specialist to connect customers with internal teams and ensure seamless order processing. This role is pivotal in enhancing customer satisfaction through effective communication and issue resolution. The ideal candidate will possess strong organizational skills and a keen attention to detail,...
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Onsite Client Services Coordinator
3 days ago
Berkeley, IL, United States TalentBridge Full timeAn established industry player is seeking a Client Services Specialist to connect customers with internal teams and ensure seamless order processing. This role is pivotal in enhancing customer satisfaction through effective communication and issue resolution. The ideal candidate will possess strong organizational skills and a keen attention to detail,...
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Onsite Client Services Coordinator
3 days ago
Berkeley, IL, United States TalentBridge Full timeAn established industry player is seeking a Client Services Specialist to connect customers with internal teams and ensure seamless order processing. This role is pivotal in enhancing customer satisfaction through effective communication and issue resolution. The ideal candidate will possess strong organizational skills and a keen attention to detail,...
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Onsite Client Services Coordinator
3 days ago
Berkeley, IL, United States TalentBridge Full timeAn established industry player is seeking a Client Services Specialist to connect customers with internal teams and ensure seamless order processing. This role is pivotal in enhancing customer satisfaction through effective communication and issue resolution. The ideal candidate will possess strong organizational skills and a keen attention to detail,...
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Onsite Client Services Coordinator
1 day ago
Berkeley, IL, United States TalentBridge Full timeAn established industry player is seeking a Client Services Specialist to connect customers with internal teams and ensure seamless order processing. This role is pivotal in enhancing customer satisfaction through effective communication and issue resolution. The ideal candidate will possess strong organizational skills and a keen attention to detail,...
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Onsite Client Services Coordinator
1 day ago
Berkeley, IL, United States TalentBridge Full timeAn established industry player is seeking a Client Services Specialist to connect customers with internal teams and ensure seamless order processing. This role is pivotal in enhancing customer satisfaction through effective communication and issue resolution. The ideal candidate will possess strong organizational skills and a keen attention to detail,...
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Onsite Client Services Coordinator
1 day ago
Berkeley, IL, United States TalentBridge Full timeAn established industry player is seeking a Client Services Specialist to connect customers with internal teams and ensure seamless order processing. This role is pivotal in enhancing customer satisfaction through effective communication and issue resolution. The ideal candidate will possess strong organizational skills and a keen attention to detail,...
