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Longevitylist
Redwood City, CA, United States
Celularity, headquartered in Florham Park, N.J ., is a biotechnology company leading the next evolution in cellular medicine with the development of off-the-shelf allogeneic cellular therapies derived from the postpartum human placenta. Celularity’s innovative approach harnesses the unique therapeutic potential of cells derived from the postpartum
Job Source: LongevitylistRoots Community Health Center
Oakland
Job Description Job Description 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 fo
Job Source: Roots Community Health CenterEvolve Talent Partners
San Francisco
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 org
Job Source: Evolve Talent PartnersRoots 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
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: SummitrySummitry
San Mateo, 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: SummitryEvolve Talent Partners
San 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 org
Job Source: Evolve Talent PartnersSummitry
San Mateo
Job Description 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 adv
Job Source: SummitryFoster 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 helping families thrive through the unique set of opportunities and challenges posed by life in the Bay Area.
Position Description
Reports to: Jennifer Rouse, Director of Operations & CCO
Benefits: Yes
Status: Full Time/Exempt
Start Date: Immediately
Work environment: Hybrid - WFH 50%/month
Job Summary
The Client Service Specialist is client-facing and responsible for opening accounts, transferring assets, and other account maintenance requests, and serves as the liaison between Summitry and its custodian partners. This will include administration and operational support to the team of Financial Advisors and our clients. They will work on projects to maximize efficiency, utilize various internal systems, and learn process-based workflows to service ongoing client requests. The ideal candidate is a self-starter, a team player, energetic, proactive, hardworking, flexible, and resourceful.
Duties and Responsibilities
Investigates and answers operationally driven client inquiries
Provides ongoing day-to-day support to our high-net-worth clients
Responds to client requests in a timely manner (such as but not limited to onboarding new clients, coordinating client requests, money movement, general client account maintenance, generating reports, and updating restrictions)
Serves as a primary liaison between Summitry and Custodians (Schwab/TD Ameritrade and Fidelity)
Completes daily administrative tasks and updates internal systems
Answers phones and directs calls as backup to the Workplace Experience Coordinator
Qualifications A minimum of 3-5 years of RIA Operations/Client Service experience
Basic financial services knowledge/experience
Notary Public (or willing to obtain this after employment)
Bachelor's degree
CRM, portfolio account software, and custodian web-interface experience required
A strong work ethic and stellar communication skills
Ability to work independently but also be a proactive contributing team member
Strong attention to detail and ability to follow through on projects effectively
Ability to multi-task and a drive to succeed
Strong desire to learn and contribute to a team-oriented environment
Flexibility and willingness to adapt to changing priorities
Must have a mode of transportation for travel (occasional notary/client meetings)
Salary and Benefits The expected base salary for this position will range from $70-100K plus eligibility for a bonus based on successfully completing metrics. Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience. Bonus plan (eligible after 6 months) based on successfully completing team metrics
Medical, dental, and vision coverage, Flexible Spending Account/Health Savings Account and 401K plan
More info: https://summitry.com/careers/
Company Culture and Values
At Summitry, our mission is to help families thrive through the unique set of opportunities and challenges posed by life in the Bay Area. (Translation: we help you live your best Bay Area life).
Our core values are the most important aspect of our culture. They reflect the values of our leaders and people, and we are committed to pursuing them daily. Our culture reflects our values in the way we treat each other: CARE - we care for each other, our clients, and our community
GROW - we have an intrinsic desire to grow ourselves and our firm
DRIVE - we are fiercely driven to achieve our goals and those of our clients
While having an impressive resume is a plus, Summitry strives to find not only top talent but the "right" talent. We're proud of the culture we've built, and we seek individuals who are not only excited about their role and responsibilities but also demonstrate our values and desire to contribute towards the growth of our firm.
Summitry, LLC is an Equal Opportunity Employer
#LI-DNI
Client Service Specialist jobs in Foster City, CA, United States
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