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Summitry
Foster City, CA, United States
Job Description Client Service Specialist Summitry is a Bay Area wealth management firm with more than $2B in assets, 40+ employees, and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable advisory firm helpin
Job Source: SummitryClear Concepts Management
Berkeley, CA, United States
If you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Specialist at Clear Concepts Management. In this role, you'll have the chance to build a strong foundation of customer service expertise wh
Job Source: Clear Concepts ManagementSummitry
San Mateo, CA, United States
Client Service Specialist Summitry is a Bay Area wealth management firm with more than $2B in assets, 40+ employees, and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive
Job Source: SummitryRoots Community Health Center
Oakland, CA, United States
P OSITION S UMMARY : The Client Services Specialist must be committed to the mission, vision, and services of Roots. This position is responsible for serving as the first point of contact for prospective clients and requires direct communication with clients to help determine eligibility or need for services. E SSENTIAL F UNCTIONS : Obt
Job Source: Roots Community Health CenterSummitry
Foster City, CA, United States
Job Description Client Service Specialist Summitry is a Bay Area wealth management firm with more than $2B in assets, 40+ employees, and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable advisory firm helpin
Job Source: SummitryWork180
San Francisco, CA, United States
The most difficult thing is the decision to act, the rest is merely tenacity. Who We Are Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm belie
Job Source: Work180Work180
San Rafael, CA, United States
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collabo
Job Source: Work180National Financial Partners
San Francisco, CA, United States
Who We Are Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thought
Job Source: National Financial PartnersSan Francisco, CA, United States
Job Description Job Description Client Service Specialist
Wealth Management Firm
San Francisco, California (hybrid)
Growing wealth management firm seeks a full-time, experienced Client Service Specialist. This position is based out of their San Francisco office. The ideal candidate has at least three years of relevant industry experience, is organized and professional, focused on details, and takes initiative.
RESPONSIBILITES:
Provide client relationship management by monitoring client communications and completing client requests
Collaborate with client service team - producing reports, and data input
Communicate with clients and complete operational/administrative requests
Monitor and initiate service requests with custodians on behalf of client
Assist opening accounts, reregistering accounts, stock option exercise, cost basis research, processing stock donations and RMDs, and distributions/asset transfers
Create portfolios in portfolio management system and update CRM
Contribute to Quarter-End client reporting process (producing, reviewing and delivering all client reports)
Oversee the correct execution of client service procedures for the firm. Continually research and implement more efficient and effective policies and procedures for client service/reporting expectations
QUALIFICATIONS:
3+ years of experience in the wealth management, brokerage, or investment advisory/consulting industry required
4-year college degree strongly preferred
Experience working with custodians (Schwab/TDA, Fidelity, Pershing) for client requests and problem solving. Experience working with Orion Advisor Technology software a huge plus
Previous experience in professional client service is required
Excellent interpersonal skills, verbal, and written communication skills
Demonstrates a high level of professionalism with confidential and sensitive information and all clients
Acute attention to detail
Ability to work on complex projects with general direction and minimal guidance
Ability to manage priorities and workflow and work independently
SALARY:
$80-90k base, plus exceptional benefits
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Email Alert for Client Service Specialist jobs in San Francisco, CA, United States
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