Client Services Associate

1 month ago


Menlo Park, California, United States Allocate Inc Full time
Job Title: Client Services Associate

At Allocate Inc, we are seeking a highly motivated and detail-oriented Client Services Associate to join our Client Services & Operations team. As a key member of our team, you will play a vital role in supporting our company's growth by developing, servicing, and managing client relationships across all product lines.

Key Responsibilities:
  • Collaborate with the Relationship Management team to manage the monthly sales pipeline and ensure seamless client onboarding.
  • Assist clients in processing subscriptions, transfers, and account maintenance, providing exceptional customer service and support.
  • Work closely with legal personnel to ensure clients are compliant with relevant regulations, such as AML/KYC and FATCA/CRS.
  • Develop and deliver educational demos to onboard clients and provide them with a comprehensive understanding of our products.
  • Manage and nurture relationships with new and existing clients, identifying opportunities to upsell and cross-sell our services.
  • Gain in-depth knowledge of our product offerings to support the Relationship Management team and provide expert advice to clients.
  • Assist in the development of new processes to automate workflows and improve efficiency.
  • Partner with the technology team to implement enhancements that support client growth and satisfaction.
  • Coordinate internally with various teams to respond to client inquiries and requests in a timely and professional manner.
Qualifications:
  • 2-3+ years of experience in the alternative asset management or private wealth management industry.
  • Bachelor's degree in economics, finance, or a related field.
  • FINRA Registrations Series 7, 63 preferred.
  • Advanced working knowledge of CRM programs.
  • Strong client service orientation with the ability to manage multiple priorities and communicate effectively.
Essential Values & Culture:
  • We prioritize providing our clients with a world-class experience, obsessively seeking ways to improve their experience and satisfaction.
  • We challenge conventional thinking, questioning assumptions to determine how to put viable ideas into motion.
  • We commit to continuous improvement, finding ways to scale personally and professionally.
  • We value meritocracy, rewarding results and promoting a culture of open, intellectually curious conversations.
  • We believe in civil discourse, embracing respectful and open communication to arrive at the best decisions.
Additional Details:
  • Hybrid work arrangement.
  • Location: Menlo Park, CA.
  • Salary Range: $75-100k base salary + equity, with potential for a discretionary bonus.
  • Benefits: Medical, dental, and vision insurance, 401(k), and responsible vacation time.
  • Employment: Full-time.


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