Job Details |
Interested? Email Us | Never Applied? Apply |
| Associate Client Services - Hybrid Remote | |
| Job ID: | 00004H2L |
| Category: | Accounting |
| Location: | CA San Francisco |
| Hours: | 40 M F 8 AM to 5 PM |
| Pay: | $70,000.00 $80,000.00 |
| Hybrid Remote opportunity in San Frncisco CA | |
| Job Description Will provide support to an advisor or team of advisors. The Wealth Management team focuses on delivering the full scope of the firms wealth and investment services to individuals and private clients, foundations and endowments and investment advisors. The Client Services Associate plays a key role in fulfilling the servicing needs of these clients. Specific responsibilities may include but not limited to Service Client Accounts Openingclosing accounts, manage cash flows, client reportingdue diligence and general troubleshooting in response to client inquiries. Create and support an elite end to end client experience and maintain CRM database. Manage and develop client presentations and communications. Provide office support to advisors. Work with senior investment professionals and wealth analyst to develop client wealth forecast analyses. Act as a liaison with various departments, including portfolio management, compliance and operations. Assist with departmental projects and initiatives as needed. | |
| Skills Required Bachelors. 1 to 3 years experience working for a financial services company or banking institution. Ability to handle a large client base able to master all aspects of retain wealth and investment management business. | |
| Skills Preferred Series 65, Series 66 license or CFP designation is a plus but not required. | |