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Customer Service Specialist
Viewpoint Wealth Planning Walnut Creek, CA

Customer Service Specialist

Viewpoint Wealth Planning
Walnut Creek, CA
Expired: over a month ago Applications are no longer accepted.
  • $2,500 to $3,750 Monthly
  • Part-Time
Job Description

We are an employee-owned independent wealth management firm. Our focus is advisory and wealth management. Our niche is divorce financial planning and mediation. With our comprehensive approach, we believe in providing high-quality advice and superior service to our clients and community. We welcome new colleagues who believe in our values and trusted life-long relationships.

Summary of responsibilities
This position provides customer service support to the advisor’s clients and assists with administrative support in the day-to day operations of the firm.


Principal responsibilities

  • Use excellent customer service skills to build and maintain existing client relationships.
  • Handle all client service issues within capacity.
  • Create and track all pending business paperwork from start to completion
  • Organize client statements, correspondence, agreements, and deliverables.
  • Assist with data entry and organization of client information.
  • Spearhead special projects, such as updating power point presentations and marketing blogs
  • Assist advisor with marketing efforts, such as following up with referrals, updating contact management system with names of referrals, and spearheading drip mailing programs for prospects and clients.
  • Assist advisor with compliance activities and protocols
  • Use CRM system efficiently to schedule client meetings and marketing activities and to enter new contacts.
  • Use Commonwealth’s services, such as COMMunity Link® and online trading, efficiently.

· Regularly review Commonwealth news items, technology updates, and e-mail communications, report pertinent information back to advisor.



Viewpoint Wealth Planning

2950 Buskirk Ave #300 Walnut Creek

Walnut Creek, CA



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