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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 prominent financial services organization committed to delivering innovative financial solutions and outstanding client support. We cultivate 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 San Ramon, CA team.

Key Responsibilities:

  • Manage calendars effectively
  • Provide exceptional client assistance
  • Prepare and process reviews
  • Facilitate new account establishment
  • Oversee money transfers
  • Maintain and update client records in our CRM system
  • Support event planning and execution

Ideal Candidate Profile:

The ideal candidate is a self-motivated individual with a positive outlook who excels in a collaborative environment. You embrace challenges, uphold a high standard of integrity, and are committed to working diligently and efficiently to surpass expectations.

Required Qualifications:

  • At least 3 years of experience in a financial services support capacity
  • Outstanding interpersonal, written, and verbal communication abilities
  • Meticulous attention to detail
  • Strong time management skills with the ability to prioritize tasks effectively
  • Capability to maintain a constructive team spirit in a fast-paced setting
  • Proficient knowledge of custodial, CRM, financial planning, and eSignature platforms
  • Proficiency 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 promote 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:

  • Competitive salary and comprehensive benefits package, including medical, dental, and vision insurance, HSA, 401(k), EAP, charitable matching, and education reimbursement programs
  • Opportunities for professional development and career progression
  • 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 snacks and beverages
  • Regular team-building activities and social events
  • Convenient office location near major shopping and dining areas

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