Client Service Associate
1 month ago
We are a $200M+ financial planning practice in the beautiful San Francisco Financial District. We have recently opened as a fee-only RIA and have the pleasure of supporting over 125 multi-generational households. We have deep relationships with our clients and help them with complex topics like estate planning or trust situations. We build trusted relationships to help change people's lives for the better and bring families together around shared generational goals. This is an exciting time to join our firm as we discover how to better serve our existing and future clients, with more flexibility, improved technology, and an exciting outlook We have four shared employee values: Clients first, Considerate anticipation of client needs, Prudent stewardship of assets, Transparent and ethical communication. We are a small and close team, who really enjoy working together and it helps that we like to laugh Because we are a tight-knit team, we all work in office 5 days per week. We are looking for an experienced and versatile Client Service Associate to support our advisors, our clients, and our continued growth. In addition to having a strong working knowledge of industry software, systems and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. Whether it's completing paperwork and tasks, onboarding new clients, handling service requests, scheduling or preparing for meetings, you tackle it with a service heart and an accuracy and efficiency that can't be beaten. You will be instrumental in ensuring our clients receive the highest level of service and support. With your astute industry knowledge, you not only know the differences between accounts such as trusts, IRA vs ROTH, and qualified vs nonqualified, but you also know what steps are needed to process them appropriately. You are tech savvy, an adopter of change, and willing to go above and beyond when it's needed. You are naturally curious and capable of identifying efficiency gaps and executing on improvement.ESSENTIAL RESPONSIBILIITESCommunicate, process, and follow up with clients on various client service items, including general questions, applications, withdrawal requests, beneficiary changes, etc. following all to completionCoordinate with the advisor and clients to complete and process new account paperwork, transfers, contributions, and keep client accounts in good standingInterface with custodians to complete new account applications and various account maintenance items, process cash and securities transactions, follow up as neededAssume cashiering function with custodians, ensuring accurate and efficient financial transaction processingUpdate and maintain client status and information within CRM (Salesforce) and all internal systems and reportsPrepare, organize, coordinate, and maintain all client paperworkResearch and prepare information needed for client meetings; documents, notes, reports, and presentation materials Monitor and streamline workflows for client service and business operations tasksAnswer, screen, and route phone calls, assisting client directly or taking messages for other team members as appropriateDeliver superior client service - troubleshoot problems and serve as liaison between Advisor and Client as neededSchedule client meetings, maintain calendar, and coordinate scheduling internally and externally; monitor client meeting frequencyCommunicate with the custodian (Schwab) and external partnersFollow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issuesSKILLS & REQUIREMENTSCollege graduate highly preferred, or equivalent work experience2+ years of financial services experience required; ideally in B/D or RIA environment supporting a financial advisor or similar settingA commitment to excellence; detail-oriented, client-focused, and highly organizedTech-savvy and highly proficient in Microsoft Office suite; strong ability to learn and apply new software systems quicklyExperience working with Schwab as custodian preferredSuperior phone skills; friendly and helpful in all interactions on the phoneExcellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issuesStrong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptionsProactive team player able to work in a fast-paced environmentIn exceptional circumstances, we may consider training someone from outside of our industry as long as you bring a caring and nurturing approach to working with people and you have a demonstrated background working with details.
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Client Services Associate
1 month ago
San Francisco, California, United States The Trade Desk Full timeAbout The Trade DeskThe Trade Desk is a leading media buying platform that helps global brands and their agencies deliver a more insightful and relevant ad experience for consumers. Our innovative platform sets a new standard for global reach, accuracy, and transparency.Job DescriptionWe are seeking a talented Client Services Associate to join our team. As a...
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Client Service Associate
1 month ago
San Francisco, United States TalentLink Solutions Full timeJob Description Job Description We are a $200M+ financial planning practice in the beautiful San Francisco Financial District. We have recently opened as a fee-only RIA and have the pleasure of supporting over 125 multi-generational households. We have deep relationships with our clients and help them with complex topics like estate planning or trust...
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Associate, Client Service I
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San Francisco, United States BNY Mellon Full timeJob Description At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients...
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Client Associate
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San Francisco, United States Laird Norton Wetherby Full timeLOCATION: SAN FRANCISCO, CA We are seeking a full-time Client Associate to join our team. You will work with a team of wealth management professionals and other Laird Norton Wetherby (LNW) team members to provide excellent service to our internal and external clients. Your Role and Responsibilities Nature of Role As a Client Associate (CA) you work in a...
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Client Service Associate Financial Planning
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San Francisco, United States https:wayup.comsitemap.xml Full timeWe are a $200M+ financial planning practice in the beautiful San Francisco Financial District. We have recently opened as a fee-only RIA and have the pleasure of supporting over 125 multi-generational households. We have deep relationships with our clients and help them with complex topics like estate planning or trust situations. We build trusted...
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Client Service Associate
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San Jose, United States Threadneedle group Full timeDo you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for utilizing the client relationship...
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Client Service Associate
23 hours ago
San Jose, United States Threadneedle group Full timeDo you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model...
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Client Relationship Associate
6 months ago
San Francisco, United States Dodge & Cox Full timeDodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Cox's broader client service effort by supporting our Client Service team in responding to investor inquiries in a timely, thorough and accurate manner. This individual is expected to become...
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Senior Client Service Associate
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San Jose, United States Mariner Wealth Advisors, L.L.C. Full timeThe senior client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service, care, and leadership. As one of the first associates a client connects with, the senior client service associate is instrumental in making sure clients have a positive experience that exceeds expectations. If you love building...
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Registered Client Service Associate
6 months ago
San Diego, United States Vets Hired Full timeAbout the job Registered Client Service Associate Job TypeFull TimeYour roleAre you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to:keep management systems up-to-date with client informationeducate clients on account services and capabilitieshelp with the preparation of reports and...
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Client Service Associate
1 month ago
san francisco, United States TalentLink Solutions Full timeWe are a $200M+ financial planning practice in the beautiful San Francisco Financial District. We have recently opened as a fee-only RIA and have the pleasure of supporting over 125 multi-generational households. We have deep relationships with our clients and help them with complex topics like estate planning or trust situations. We build trusted...
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Client Service Associate
1 month ago
san francisco, United States TalentLink Solutions Full timeWe are a $200M+ financial planning practice in the beautiful San Francisco Financial District. We have recently opened as a fee-only RIA and have the pleasure of supporting over 125 multi-generational households. We have deep relationships with our clients and help them with complex topics like estate planning or trust situations. We build trusted...
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Client Service Associate
1 month ago
San Francisco, United States TalentLink Solutions Full timeWe are a $200M+ financial planning practice in the beautiful San Francisco Financial District. We have recently opened as a fee-only RIA and have the pleasure of supporting over 125 multi-generational households. We have deep relationships with our clients and help them with complex topics like estate planning or trust situations. We build trusted...
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Registered Client Service Associate
6 months ago
San Diego, United States Vets Hired Full timeAbout the job Registered Client Service Associate Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of...
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San Francisco, United States Metis Search Full timeAbout us: Our client is a dynamic and growing boutique long/short equity fund that specializes in delivering superior risk-adjusted returns for a select group of institutional and high-net-worth clients. With a focus on rigorous fundamental analysis and a disciplined approach to risk management, we pride ourselves on our collaborative, results-driven...
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Client Service Associate
6 months ago
San Diego, United States TalentLink Solutions Full timeCompany Overview:RemoteLink Solutions seeks to establish itself as the premier back-office solution for independent financial advisors nationwide. Our solution allows an advisor to fill the need for an assistant without taking on the liability, training, and management of hiring an employee. In some cases, we may be helping advisors who want to grow but are...
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Experienced Client Service Associate
3 weeks ago
San Francisco, United States TalentLink Solutions Full timeWe are a $200M+ financial planning practice in the beautiful San Francisco Financial District. We have recently opened as a fee-only RIA and have the pleasure of supporting over 125 multi-generational households. We have deep relationships with our clients and help them with complex topics like estate planning or trust situations. We build trusted...
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Senior Client Service Associate
3 months ago
San Diego, United States TalentLink Solutions Full timeOur firm is a $450M+ Registered Investment Advisor in beautiful downtown San Diego, specializing in ultra-high net-worth individuals and families. We function as a multi-family office and are looking the one person that can run our client service and operations. Being a small team, this role is critical to our success! You will be responsible for portfolio...
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Client Service Associate
6 months ago
San Diego, United States TalentLink Solutions Full timeCompany Overview:RemoteLink Solutions seeks to establish itself as the premier back-office solution for independent financial advisors nationwide. Our solution allows an advisor to fill the need for an assistant without taking on the liability, training, and management of hiring an employee. In some cases, we may be helping advisors who want to grow but are...
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Client Services Director
4 weeks ago
San Francisco, United States Unreal Gigs Full timeIntroduction:Are you a strategic leader with a passion for delivering exceptional service and building long-term client relationships? Do you have the expertise to oversee client accounts, ensure service excellence, and drive business growth? If you’re a client-focused professional who excels at aligning services with client needs while fostering team...
