Client Service Associate - Evolve Talent Partners

Client Service Associate

Wealth Management Firm

Redwood City, California

Established wealth management firm is seeking a Client Service Associate to join their team. This role is responsible for supporting the operational and administrative functions of the firm. The ideal candidate is a dedicated professional with relevant experience. Strong attention to detail, organizational skills, and the ability to form professional relationships will be important for success in the position.

RESPONSIBILITES:

Administrative Duties:

• Manage general office administration tasks, including supplies management and office space coordination.
• Professionally and courteously handle incoming phone calls and inquiries.
• Willingly undertake additional responsibilities to ensure the efficient operation of the office environment.

Client Support (40%):

• Act as a liaison between clients and advisors, addressing inquiries and resolving issues related to administrative matters.
• Assist clients with completing necessary paperwork and documentation.
• Manage routine operational tasks to streamline advisor workflows.
• Promote and facilitate client engagement with online resources and the client portal.

Ethical Conduct:

• Exercise sound judgment and ethical decision-making in all interactions.
• Uphold strict confidentiality and security protocols regarding client information.

Industry Knowledge:

• Develop a basic understanding of the products and services utilized by the firm
• Familiarize oneself with relevant legal and regulatory requirements related to client needs and financial planning recommendations.
• Stay informed about the company's financial planning approach and service offerings.

Process & Data Management (30%):

• Ensure consistency and accuracy in the use of data definitions throughout the firm.
• Maintain up-to-date and accurate records of client information and interactions.
• Support and uphold operational workflow processes.
• Take ownership of data definitions and oversee their ongoing maintenance.

Technology:

• Assist in minor updates to the website and other platforms
• Coordinate and manage client events as needed.
• Demonstrate proficiency in utilizing the technology and services offered by our custodial platform provider.
• Utilize key software applications, including CRM, document management systems, and scheduling tools, to support operational workflows.

QUALIFICATIONS:

• Bachelor's degree
• Minimum of 1 year of experience in a customer service or administrative role.
• Adaptability to a dynamic startup culture.
• Demonstrated ability to prioritize tasks, solve problems, and show initiative.
• Excellent verbal and written communication skills.
• Preferred: Proficiency in a foreign language, especially South Asian languages
• Proficiency in business computer applications, including MS Office Suite and Adobe Acrobat.
• Strong interpersonal skills and a commitment to delivering quality service.




SALARY:

• $70-80k + bonus, depending on experience. Exceptional benefits.