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Client Relationship Manager

2 months ago

San Francisco, California, United States Innovations PSI Full time

Private Client Advisor

We are seeking a dedicated Private Client Advisor to enhance our operations at Innovations PSI. In this position, you will take charge of the account initiation process, ensuring a seamless experience for clients and internal stakeholders. Your primary responsibilities will include preparing account documentation, managing advisory contracts, and facilitating account setups within our systems. Furthermore, you will have the chance to improve and optimize operational workflows related to account opening and reconciliation.

Key Responsibilities:

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

Required Qualifications:

  • A Bachelor's degree or equivalent professional experience.
  • A minimum of 2 years in the financial services sector.
  • Familiarity with the investment industry and securities.
  • A strong foundation in client service or operational roles.
  • Proficiency in Microsoft Office, particularly Excel, and CRM platforms.
  • CFP certification is mandatory.

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

To express your interest in this role, please submit your resume for review. We are focusing on candidates who meet the specified qualifications.