Client Service Associate

4 weeks ago


San Francisco, California, United States TalentLink Solutions Full time
Job Description

We are a leading financial planning practice in the San Francisco Financial District, seeking an experienced Client Service Associate to support our advisors and clients. As a key member of our team, you will be responsible for delivering exceptional client service, ensuring seamless account management, and contributing to our continued growth.

Key Responsibilities:

  • Communicate with clients on various service items, including general questions, applications, and withdrawal requests.
  • Coordinate with advisors and clients to complete and process new account paperwork, transfers, and contributions.
  • Interface with custodians to complete new account applications and various account maintenance items.
  • Assume cashiering function with custodians, ensuring accurate and efficient financial transaction processing.
  • Update and maintain client status and information within CRM and internal systems.
  • Prepare and organize client paperwork, research, and prepare information needed for client meetings.
  • Monitor and streamline workflows for client service and business operations tasks.
  • Answer and screen phone calls, assisting clients directly or taking messages for other team members.
  • Deliver superior client service, troubleshooting problems and serving as liaison between Advisor and Client as needed.
  • Schedule client meetings, maintain calendar, and coordinate scheduling internally and externally.

Requirements:

  • College graduate highly preferred, or equivalent work experience.
  • 2+ years of financial services experience required, ideally in B/D or RIA environment supporting a financial advisor.
  • A commitment to excellence, detail-oriented, client-focused, and highly organized.
  • Tech-savvy and highly proficient in Microsoft Office suite, with strong ability to learn and apply new software systems quickly.
  • Experience working with Schwab as custodian preferred.
  • Superior phone skills, friendly and helpful in all interactions on the phone.
  • Excellent interpersonal and communication skills, with ability to communicate in a pleasant, tactful, and effective manner.
  • Strong time management skills, with ability to prioritize and coordinate multiple work assignments and deadlines efficiently.

About Us:

TalentLink Solutions is a dynamic and growing financial planning practice, committed to delivering exceptional client service and support. We are seeking a talented and experienced Client Service Associate to join our team and contribute to our continued growth and success.



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