Client Service Associate

Boise, ID - USA

Monthly Salary: $ 70 - 90

Posted on: 18 hours ago

Vacancies: 1 Vacancy

Job Summary

We are seeking an experienced Client Services Associate to be part of delivering exceptional service and an above-and-beyond experience for our impact-focused investment clients across the country. This position is based in our home office in Boise Idaho. Hybrid arrangements may be considered for the right fit.

As a successful candidate you are optimistic and organized have exceptional attention to detail and are an excellent communicator. Above all you are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. You have strong working knowledge of industry software and systems thrive on collaboration and are passionate about being part of a team working towards environmental sustainability and social justice.

We are an independent Registered Investment Advisor dedicated to providing clients with sustainable investment management personalized financial planning and innovative strategies that deliver social and environmental impact. We are fee-only employee-owned and a certified B Corp. Our small but mighty team serves values-aligned individual family and institutional clients across the country from our home office in Boise Idaho and our satellite office in Portland Oregon.

Our mission is to tap the power of capital to shape and sustain a safe just thriving world. Our values include trust excellence generosity diversity professionalism and a dedication to working for justice and the climate all while striving to be a model of joy and resilience in this challenged world. If this description inspires you we would love to meet you!

KEY RESPONSIBILITIES

As Client Service Associate youll regularly communicate with clients and complete back-office work to provide a compelling client experience. You will:

Communicate with clients and potential clients about the companys mission and services; ensure calls and emails answered in a timely upbeat and professional manner
Onboard new clients; gather and organize client documents and data; serve as guide to completing paperwork and accessing our portals/systems
Provide ongoing client service; efficiently handle client requests for cash movements transfers and account updates working closely with our selected custodians (primarily Charles Schwab)
Capture notes from client calls and meetings; fully leverage and optimize the use of our CRM system (Redtail) and electronic files (Dropbox)
Help ensure that office operations (files phones email mailings) are in good working order and have a focus on environmental sustainability
Coordinate client meetings and other engagements/events for our advisor team using calendar software (Calendly)
Help advance our commitment to social impact and sustainability

WHAT IT TAKES

3 years of experience in the financial services industry preferably in a Registered Investment Advisor environment
Bachelors degree highly preferred; financial services or other related professional experience may substitute
Familiarity with financial industry software and systems including custodial platforms (Schwab) project management software (Asana) portfolio management systems (Black Diamond) and CRM software (Redtail)
Exceptional organizational skills professional demeanor and a love for checklists!
Excellent written and oral communication skills
A commitment to excellence; detail-oriented and client-focused
Ability to work as part of a team in a fun hardworking and progressive firm
Passion for creating impact around environmental sustainability social justice multiculturalism and/or community economic development
Tech-savvy and highly proficient in Microsoft Office suite; strong ability to learn and apply new software systems quickly
A commitment to ongoing professional development

THE BENEFITS

We offer a competitive compensation package that includes a base salary plus bonus 401k with company match health insurance including dental and vision coverage paid and volunteer time off and opportunities for training and career growth. The base salary for this position is $70000-$90000 depending on experience.

EQUAL EMPLOYMENT OPPORTUNITY

We provide equal employment opportunities to all employees and applicants for employment without regard to race color religion gender sexual orientation gender identity or expression national origin age genetic information disability or veteran status.

Moreover we believe that diversity of perspectives experiences and talents strengthens our organization and contributes to a thriving and innovative work environment. We encourage individuals from all backgrounds and identities to apply and welcome applications from women people of color and other groups traditionally underrepresented in finance.

Required Experience: