Business Development Associate

6 days ago

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

We are a $200M+ financial planning practice located in the heart of San Francisco's Financial District.

Our team is dedicated to supporting over 125 multi-generational households with complex topics like estate planning and trust situations. We build trusted relationships to help change people's lives for the better and bring families together around shared generational goals.

About This Role

We are seeking an experienced Client Service Associate to support our advisors, clients, and continued growth. As a key member of our team, you will be instrumental in ensuring our clients receive the highest level of service and support.

You will work closely with our advisors and clients to complete and process new account paperwork, transfers, contributions, and maintain client accounts in good standing. Your exceptional organizational skills, attention to detail, and commitment to delivering a smooth and confidence-inspiring experience for our clients will make you a valuable asset to our team.

Essential Responsibilities
  • Communicate, process, and follow up with clients on various client service items, including general questions, applications, withdrawal requests, beneficiary changes, etc.
  • Coordinate with the advisor and clients to complete and process new account paperwork, transfers, contributions, and keep client accounts in good standing
  • Interface with custodians to complete new account applications and various account maintenance items, process cash and securities transactions, follow up as needed
  • Assume cashiering function with custodians, ensuring accurate and efficient financial transaction processing
  • Update and maintain client status and information within CRM (Salesforce) and all internal systems and reports
  • Prepare, organize, coordinate, and maintain all client paperwork
  • Research and prepare information needed for client meetings; documents, notes, reports, and presentation materials
  • Monitor and streamline workflows for client service and business operations tasks
  • Answer, screen, and route phone calls, assisting client directly or taking messages for other team members as appropriate
  • Deliver superior client service - troubleshoot problems and serve as liaison between Advisor and Client as needed
  • Schedule client meetings, maintain calendar, and coordinate scheduling internally and externally; monitor client meeting frequency
  • Communicate with the custodian (Schwab) and external partners
  • Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues
Requirements and Qualifications
  • 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 or similar setting
  • A commitment to excellence; detail-oriented, client-focused, and highly organized
  • Tech-savvy and highly proficient in Microsoft Office suite; 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; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues
  • Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions
  • Proactive team player able to work in a fast-paced environment

We offer a competitive salary range of $55,000 - $65,000 per year, depending on experience, plus opportunities for professional growth and development.

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