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Blake Smith Staffing, LLC
San Francisco, CA, United States
Large Asset Manager (Bay Area (CA) Based role) Temp 20-30 hours a week Department Profile: The role will be supporting the Distribution team which has four main functions: Business development: The business development and sales strategy focuses on building relationships across institutional clients including pension funds, local authorities, in
Job Source: Blake Smith Staffing, LLCZenith American
Alameda, CA, United States
Title: Client Services Executive Department: Client Services Position Type: Exempt Hours per Week: 40 Position Summary The Client Services Executive executes relationship management activities for assigned client(s) in accordance with Company guidelines, client needs, and regulatory requirements. "Has minimum necessary access to Protected
Job Source: Zenith AmericanRoots 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 CenterBanfield
Daly City, CA, United States
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ('CSC') drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clien
Job Source: BanfieldVCA Animal Hospitals
San Leandro, CA, United States
VCA Bay Area Veterinary Specialists, a large 24 hour emergency/multi-specialty veterinary practice in San Leandro, California, is seeking an experienced Client Service Representative to join our swing/evening team. The ideal candidate has a love for animals, enjoys multitasking in a fast paced work environment, thrives in a team environment, and ha
Job Source: VCA Animal HospitalsBanfield Pet Hospital
San Mateo, CA, United States
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manne
Job Source: Banfield Pet HospitalVirtual
Sausalito, CA, United States
Job Responsibilities • Provide operational and administrative support to Client Advisors in their daily business practices • Act as a key point of contact for client issues and concerns • Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, commu
Job Source: VirtualHarrison Gray Search and Consulting LLC
San Francisco, CA, United States
Harrison Gray Search has partnered with a San Francisco-based private investment office seeking an Associate on their Client Services team in San Francisco. In addition to their role as an investment manager, our client serves as a full-service Family Office. Our client's success as an investor has been based upon the values of integrity, teamwork
Job Source: Harrison Gray Search and Consulting LLCSan Francisco, CA, United States
Large Asset Manager (Bay Area (CA) Based role) Temp 20-30 hours a week
Department Profile:
The role will be supporting the Distribution team which has four main functions:
Business development: The business development and sales strategy focuses on building relationships across institutional clients including pension funds, local authorities, insurance and sovereign wealth funds. We have teams focused on the UK, Europe, US, Australia and APAC region, as well as specialists who focus on particular client groups such as insurance and local authorities. The teams make sure our clients are kept abreast of new trends, ideas and our full range of capabilities.
US client services: This area of the business aims to ensure our US-based investors get the service and support they need, adapting our solutions to their changing requirements. The team has specialists in all areas of the client experience including transition and reporting.
Marketing: The Marketing Team focuses on two key areas:
Communication: ensuring we have materials to share new ideas, trends and our range of products and services. This includes producing thought pieces, literature and white papers, events management, advertising and media relations.
Strategic research: helping generate and develop new ideas to meet clients' needs and capitalize on emerging macro trends.
Product development: This team works collaboratively across the business to identify and deliver new products using new product development process, as well as managing our existing product range.
Purpose of role:
Administrative Assistant supporting the Distribution Team
Role accountabilities: Extensive meeting scheduling for Senior Leaders on the Distribution Team.
Dealing with meeting and call requests across global time zones, prioritizing and resolving conflicting appointments, often last minute and urgent with multiple stakeholders
Scheduling of recurring meetings (1:1s, Monthly and Quarterly Steering Committees, various team meetings)
Coordinating travel arrangements
Expenses and invoicing
Ad hoc administrative support for teams, such as printing, scanning, subscriptions etc
Providing assistance with ad hoc projects
Front desk reception/phone coverage for the office - answering and directing phone calls, rotating with other admins
Working with and providing cover for the Executive Assistant during periods of holiday, sickness and absence as and when required
Knowledge, skills and behaviors required: Extensive experience of working as an Administrative Assistant, preferably in a similar environment
Strong team player with excellent communication skills
Excellent organizational skills, strategic proactive planner, proven ability to multi-task and prioritize
Ability to work under pressure and with conflicting priorities
Proactive and flexible approach
Operates with professionalism, honesty and integrity at all times
Strong systems skills to include Outlook, Word, Excel and PowerPoint
Dependable, solid, and efficient
Client Service Admin Procedures
Tasks/Time to Complete
Specs - 15-20 hours a quarter. This would include requesting the specs that we don't receive automatically. We would have a dedicated person send all of the specs to wrap providers - the manager is doing about ½ of that right now and the other admin is doing the rest.
Cash flow - 5-7 hours a month. This includes requesting cash flow, entering and sending to wrap providers monthly.
5500 - 8 hours to request and file all 5500's after year end. A couple of hours as needed when requests for individual client requests come in.
Filing market value statements - 1-2 hours a month. They could file all of the statements that Leah used to file plus the Pru downloads that Leah is currently filing. 5 hours to file/label all BlackRock/NTI year end statements (once a year).
Sending returns - 1-2 hours a month. Could be more.
Underwriting projects - 1-2 hours a month as needed. Would want a dedicated person to have time for these projects.
Salesforce - 1-2 hours a month. Assist with data entry, clean-up, account maintenance.
ISVF Participating Plan spreadsheet - 1-2 hours monthly.
ISVF report posting - 1 hour monthly.
As needed assistance - 5 hours/quarter - could be more, depending on demand:
Plan change letters
Filing contract amendments in contract folders (electronically)
Helping with contract correspondence - sending finalized copies of contracts/amendments to trustees to start
Running reports from Par.net to help with presentations as needed
Consultant Databases and RFI's
Candidate can assist other manager with multiple quarterly consultant responses that are required in a specified timeframe. (Time requirement = 2 hours per week, with time mostly focused on quarter-end.)
Client Service Admin jobs in San Francisco, CA, United States
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