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Client Relationship Manager

2 months ago

San Francisco, California, United States Innovations PSI Full time

Private Client Advisor

We are looking for a dedicated Private Client Advisor to enhance our client services at Innovations PSI. In this capacity, you will oversee the account initiation process, ensuring a seamless experience for our clients. Your key responsibilities will involve preparing account documentation, managing advisory contracts, and establishing accounts within our operational frameworks. Furthermore, you will have the chance to refine and optimize operational workflows associated with account reconciliation and setup.

Key Responsibilities:

  • Oversee the account initiation processes both internally and externally.
  • Ensure precise securities transfers and accurate cost basis reconciliation.
  • Leverage Salesforce for effective data management and reporting.
  • Deliver prompt and precise responses to client inquiries.
  • Support client meetings by preparing necessary materials and generating insightful reports.

Required Qualifications:

  • A minimum of a Bachelor's degree or equivalent professional experience.
  • At least 2 years of experience in the financial services sector.
  • Familiarity with the investment landscape and securities.
  • A solid background in client service or operational roles.
  • Proficient in Microsoft Office applications, particularly Excel, and CRM platforms.
  • CFP certification is mandatory.

Compensation: $85,000 - $100,000 annually

To express your interest in this position, please submit your resume for review. Note that we are focusing on candidates located in the local Bay Area.