Job description

Client Service Associate

San Francisco Area

ISC’s team of Financial Services Recruiters has been retained by a growing investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Client Service Associate to join their centralized team in their San Francisco office.

The Client Service Associate will partner with the Investment Operations team to ensure clients receive high touch service and their financial transactions/money movements are processed in a timely/accurate manner.

Key Qualifications:

Client Service Associate Requirements - To qualify, you must possess the following:

• Bachelor’s Degree is required – Finance or Business preferred.
• Minimum of 3 years of UHNW client servicing.
• Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint.
• Self-motivated and highly detail-oriented individual with a desire to learn and grow professionally.
• Ideally, this person has a vested interest in technology, investment management and in providing client solutions within a fast-paced/deadline-oriented team.

Client Service Associate Rewards - If you qualify for this opportunity, the Firm offers the below:

• Collaborative, passionate, and dedicated team. Excellent corporate culture and a friendly, fun, and exciting place to work.
• Excellent Growth Potential: The Firm is rapidly growing and with that comes incredible opportunities for long-term career growth.
• Competitive base salary.

Client Service Associate Responsibilities, continually expanding and changing:

As a Client Service Associate, you will be responsible for supporting the firm’s Advisors and Clients directly. You will also partner with the Operations team members to manage the needs of the Advisor’s client base and have an opportunity to be actively involved in projects as the firm continues to grow.

• Partner with Wealth Advisors to service the firm's UHNW Clients.
• Interact with the Firm's centralized Operations teams.
• Partner with the Firm’s custodians and internal Operations teams to ensure requests are processed and handled correctly. Assist with Portfolio rebalancing (document preparation, money movements).
• Prepare new account paperwork, contracts, and subscription agreements.
• Manage the opening and closing of accounts – this includes SMA’s and brokerage.
• Handle KYC profile and searches.
• Manage cash and security movements, this includes, deposits, withdraws, gifting, wires, journals.
• Assist with presentations and proposals using PowerPoint and Excel.
• Analyze and review billing for accuracy.
• Prepare performance reports.
• Continually monitor and update Client database and portfolio/account management applications.

Job Type: Full-time

Pay: $80,000.00 - $100,000.00 per year

Schedule:

• Monday to Friday

Work Location: Hybrid remote in San Francisco, CA 94104

apartamentosquality.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, apartamentosquality.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, apartamentosquality.com is the ideal place to find your next job.