Client Service Specialist

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