SanFranRecruiter Since 2001
the smart solution for San Francisco jobs

Client Service Associate

Company: Insight Recruiting
Location: San Francisco
Posted on: April 10, 2021

Job Description:

Client Service Associate
Registered Investment Advisor located mid-Peninsula is looking to hire a Client Service Associate who enjoys interacting positively with clients, has the capacity to put the firm's technology and processes to work helping clients achieve their goals, and who is an effective communicator. The Client Service Associate will play a key role in supporting delivery of timely, responsive, efficient, and empathetic interactions with clients. This role will primarily be responsible for helping the firm take full advantage of the capabilities their CRM and document management systems-but will also be expected to enthusiastically execute a wide range of tasks that ensure we fulfill client administrative needs. An ideal candidate would have an excellent work ethic, emphasize accuracy in transactions, and deliver effective service both to clients and to internal teams.
Responsibilities:

  • Field and resolve all incoming client requests not specific to personal financial advice
  • Support clients in completing required paperwork
  • Support and encourage clients logging into and using online resources, including the client portal
  • Be a proficient user of our key software applications (CRM, Laserfiche, DocuSign, RightSignature, Laser App, Calendly, WordPress) in support of our defined workflow processes
  • Be a power user of the technology and service of our custodial platform provider
  • Own the data definitions and their ongoing maintenance
  • Drive and support consistent use of data definitions by firm employees
  • Help keep records of client information and interactions as up-to-date and accurate as possible
  • Understand and help maintain workflow processes
  • Occasional social media posting (Facebook, LinkedIn etc.)
  • Minor updates to website
  • Organize and manage client events
  • Be well informed about our company's approach to financial planning
  • Basic but growing knowledge of products and services
  • Be conversant with legal and regulatory requirements related to client needs and planning recommendations
  • Protect the confidentiality and security of client personal and financial information
  • Solid personal and professional judgment
  • Courteously and cheerfully answer incoming phone calls
  • General office administration - supplies management, office space management
  • Readily accept responsibility for other tasks needed to make the office efficient and hospitable to clients and employees Requirements:
    • College degree
    • 1+ years of job experience related to customer service (hospitality industry experience a plus)
    • Proficiency in basic business computer and software applications (MS Office applications, Adobe Acrobat...)
    • Outstanding communication skills - both verbal and written
    • Strong people skills
    • Commitment to quality
    • Obsessive about getting details right
    • Automation and process improvement aptitude
    • Continuous learning to gain relevant knowledge and expertise
    • Quick learner
    • Problem solver
    • Show initiative
    • Thrive in a startup culture
    • International perspective (foreign language competence, especially South Asian, a plus)
    • Work in office Salary:
      • $55-65K DOE, this is ideally a temporary (hourly) position to begin with the potential of being hired permanently

Keywords: Insight Recruiting, San Francisco , Client Service Associate, Other , San Francisco, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Activities Specialist-San Rafael
Description: Req ID 2021-1816Job Category Life Enrichment/ActivitiesShift DayWho We AreAn Elder Care Alliance CommunityAlmaVia of San RafaelDo you enjoy working with seniors Do you want to work in a setting where (more...)
Company: Elder Care Alliance
Location: San Rafael
Posted on: 04/14/2021

Administrative Support Team Associate
Description: About: Macy's is proudly America's Department Store. There's a reason we've been around for 160 years. Customers come to us for fashion, value and celebration. Macy's is also known for giving back to (more...)
Company: Macy's
Location: San Rafael
Posted on: 04/14/2021

Medication Assistant / Med Tech - San Rafael
Description: Req ID 2020-1788Job Category Clinical ServicesShift NOC, On-CallWho We AreAn Elder Care Alliance CommunityAlmaVia of San RafaelDo you enjoy working with seniors Do you want to work in a setting where
Company: Elder Care Alliance
Location: San Rafael
Posted on: 04/14/2021


Residential Staff Appraiser
Description: Job DescriptionImportant Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume when submitting your application for (more...)
Company: Wells Fargo
Location: San Rafael
Posted on: 04/14/2021

Now Hiring Nanny Needed For 1 Child
Description: We need a nanny for our
Company: Care.com
Location: Woodland
Posted on: 04/14/2021

Become a storage host - part-time gig
Description: Neighbor Parking Storage HostRent out your parking space or your garage and earn 4,000 / year We are looking for side hustlers and passive income lovers to join Neighbor as independent hostsNeighbor
Company: Neighbor
Location: West Sacramento
Posted on: 04/14/2021

Package Sorter - Amazon Hiring Now!
Description: br br Seasonal Warehouse Team Member br Location: Roseville br Job opportunities vary by location. We update postings daily with open positions. br Hourly pay rate: 15.00 br br Immediate (more...)
Company: Amazon
Location: West Sacramento
Posted on: 04/14/2021

Customer Support - Remote - Temporary
Description: Summary br br The Community Builder - Temporary joins our existing Food Revolution Network FRN Community Team members during our annual flagship event, the Food Revolution Summit, now in its 10th (more...)
Company: Food Revolution Network
Location: Santa Cruz
Posted on: 04/14/2021

Make money from home hosting with Neighbor
Description: Neighbor Parking Storage HostRent out your parking space or your garage and earn 4,000 / year We are looking for side hustlers and passive income lovers to join Neighbor as independent hostsNeighbor
Company: Neighbor
Location: San Ramon
Posted on: 04/14/2021

Service Advisor / Parts Coordinator / Monday - Friday
Description: Current Employees:If you are a current employee at Ryder not a Contractor or temporary employee through a staffing agency , please click here http://wd5.myworkday.com/ryder/d/task/1422 3.htmld to log (more...)
Company: Ryder System
Location: West Sacramento
Posted on: 04/14/2021

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Francisco RSS job feeds