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Client Relations Specialist

2 months ago

San Ramon, California, United States Summit Financial Group, LLC Full time

Client Services Coordinator

Summit Financial Group is a premier financial services organization committed to delivering innovative financial solutions and outstanding client support. We promote a vibrant and inclusive workplace that encourages professional development and teamwork. We are currently in search of a proactive, skilled, and dedicated Client Services Coordinator to enhance our expanding team.

Key Responsibilities:

  • Manage calendars effectively
  • Provide exceptional client assistance
  • Prepare and process reviews
  • Facilitate new account creation
  • Oversee fund transfers
  • Maintain and update client information in our CRM system
  • Support event coordination

Ideal Candidate Profile:

The ideal candidate is a self-motivated individual with a positive outlook who excels in collaborative settings. You embrace challenges, uphold a high standard of integrity, and strive to exceed expectations through diligent and efficient work.

Required Qualifications:

  • At least 3 years of experience in a support role within financial services
  • Outstanding interpersonal, written, and verbal communication abilities
  • Meticulous attention to detail
  • Strong time management skills with the capacity to prioritize tasks effectively
  • Ability to maintain a constructive team spirit in a fast-paced environment
  • Proficient knowledge of custodial, CRM, financial planning, and eSignature platforms
  • Expertise in Microsoft Office 365
  • Bachelor's degree is preferred

Why Choose Summit Financial Group, LLC?

At Summit, we are deeply invested in our team members. We advocate for a GROWTH mindset, believing that everyone can lead a fulfilling life through gratitude and mutual investment in one another and our community. In addition to a competitive compensation package, Summit offers a progressive bonus structure where employees demonstrating the Abundance Mindset can share in the firm's financial achievements.

Benefits and Perks:

  • Comprehensive salary and benefits package, including medical, dental, and vision coverage, HSA, 401(k), EAP, charitable matching, and educational reimbursement programs
  • Opportunities for professional growth and career advancement
  • Collaborate with a talented and dedicated team focused on enhancing the lives of others
  • Engagement in community service through paid volunteer time and company-sponsored charitable contributions
  • Complimentary refreshments and snacks
  • Regular team-building activities and social events
  • Convenient office location near major shopping and dining areas

Summit is committed to fostering a diverse and inclusive workplace that promotes learning and celebrates various backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer, dedicated to maintaining a work environment free from harassment and discrimination.