Client Service Associate
Share
Job Location:
Bakersfield, CA - USA
Monthly Salary:
$ 80000 - 90000
Posted on:
11 days ago
Vacancies:
1 Vacancy
Job Summary
We are seeking a highly motivated and skilled Client Service Associate to serve as the right-hand partner to our executive managing the day-to-day operations and strategic initiatives for a Wealth Management Firm in Bakersfield CA.
**On-site position
This role is a blend of client service and executive support. The ideal candidate will be a proactive problem-solver ensuring operational efficiency and maintaining a high level of client satisfaction.
Key Responsibilities
Client Relationship Excellence (70-80%)
- Manage comprehensiveCRM optimizationand client database management across the full client lifecycle.
- Coordinate all client communications events and relationship-building initiatives.
- Facilitate financial planning coordination with third-party professionals and handle general account maintenance.
- Manage client service operations including distributions transfers and billing inquiries.
- Manage the new account opening process and gather all required documentation.
- Cultivate and maintain relationships with referral partners and organize related events.
Compliance & Regulatory Oversight
- Maintain detailed documentation and compliance calendars supporting all audit efforts.
- Support new business development initiatives within all compliance frameworks.
Executive Assistant Responsibilities (20-30%)
- Lead high-impact strategic initiatives and cross-functional projects.
- Manage complex calendar coordination travel logistics and appointment scheduling for both business and family needs.
- Handle confidential financial management expense processing and general administrative coordination.
Who Were Looking For
- Experience: Proven experience as a Client Coordinator Client Service Associate Executive Assistant or a similar high-level administrative/strategic role preferably within a financial services organization.
- Skills:Exceptional organizational communication and project management skills. Must be highly resourceful proactive and capable of working in a fast-paced environment.
- Systems:Familiarity with wealth management systems preferred
Compensation - negotiable based on experience but targeting a range of $80000 - $90000 bonus
Please apply here. If youd like to share more about your interest for the role please send an email directly to Darci at
Required Experience:
IC
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
