Client Service Associate - Financial Firm - San Mateo CA
Client Service Associate - Financial Firm - San Mateo CA
Posted on :
13-04-2025
Employer Active
1 Vacancy
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Monthly Salary
$ 70000 - 80000
Vacancy
1 Vacancy
Posted on :
13-04-2025
Job Description
Client Service Associate
Are you looking for an opportunity to utilize superior client service skills and work oneonone with clients daily If you enjoy developing longterm relationships constantly challenging yourself and providing superior administrative support we would like to talk to you!
Our fastpaced financial firm in (San Mateo CA) is seeking to add a Client Service Associate to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry longterm and contribute to the growth of our business.
Job Description:
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals incoming client service calls database management and client appointment preparation including updating client account summaries for their review meetings preparing the main advisor for his/her review meetings and preparing issued accounts for delivery.
Key Skills:
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent followthrough
Minimum Requirements:
- Bachelors degree preferred
- Financial Industry experience required
- 2 years working alongside a Financial Advisor in a fastpaced office environment preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience
Responsibilities:
This Client Service Administrator will be expected to have consistent followthrough with all efforts build relationships with prospects and clients and help prepare the Advisor for client appointments. Other daily weekly and monthly tasks may include:
This Client Service Administrator will be expected to have consistent followthrough with all efforts build relationships with prospects and clients and help prepare the Advisor for client appointments. Other daily weekly and monthly tasks may include:
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Complete and process all applications for business submitted by Advisor
- Prepare client review summary for upcoming appointments
- Maintain professional communication with clients and staff
- Assist with client updates reports and mailings
- Assist in setting client appointments
- Assist in event planning
Salary:
- $70000$80000
- Bonus structure
Benefits:
- Health Insurance
Hours:
- Monday Friday: 8:00 am 5:00 pm
- Some seminar attendance
Presented by Advisor Employee Services Thank you for your interest in the Client Service Associate role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1 of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement/. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Required Experience:
IC
Employment Type
Full Time
Key Skills
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