Client Service Associate (San Francisco)
Syon Capital, San Francisco, CA, United States
Job Title:
Client Service Associate
About Us
We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. Our firm offers a comprehensive range of financial services, including investment management, financial and retirement planning, lending strategy and management, and family office services. Our modern, collaborative approach begins with our exceptional team. We foster a creative environment where team members contribute ideas, build meaningful relationships, and leverage technology to enhance client service.
We provide a competitive benefits package, including medical, dental, and vision insurance, as well as a 401(k)-matching plan. Recognizing the importance of work-life balance, we offer hybrid work schedules, flexible vacation policies, and paid time off options, including a sabbatical program. Our commitment to professional growth includes robust training and clear career path opportunities to help you succeed and grow with us.
Syon Capital is an SEC-registered investment adviser.
Who We’re Looking For
Syon Capital is seeking a full-time Client Service Associate to assist the team in providing best-in-class service to our valued clients. The ideal candidate enjoys tackling challenges, finding innovative solutions, and pursuing inquiries until clear, logical answers are attained. We value individuals who work independently while also contributing to a formidable team dynamic. As a key point of contact, the ideal candidate takes pride in being a trusted problem solver to both our clients and firm.
What You Will Do
Serve as a key contact for client requests on designated client relationships
Respond to client inquiries and communications within 24 hours with most response within the same day
Initiate wires, transfers, and checks for money movements in Schwab Advisor Center
Open new accounts by collecting client information, completing forms, and routing to client for signature
Manage client account maintenance by updating client contact information as needed
Partner with relationship managers to submit trading tasks to Syon Capital’s investment team in the CRM
Complete subscription documents for alternative investments in CAIS/iCapital
Partner with the Investment team on new cash deployments and portfolio creation
Provide out-of-office coverage for other members of the client services team
Perform ad hoc tasks and projects assigned
What You Have
5 to 10 years of prior experience in a client facing role within the financial services field
Bachelor’s degree with at least a 3.0 GPA required (a degree in the Humanities is a plus)
FINRA Series 65
Beginner level knowledge with Microsoft Excel and PowerPoint
Experience using Black Diamond, Salentica/Salesforce, Schwab Advisor, and CAIS/iCapital is a plus
A high degree of thoroughness with careful and deliberate attention to detail
Exceptional verbal and written communication skills
A mindset that values every task, big or small
Hybrid/remote setting—In office Monday through Thursday, from 9:00 AM to 5:00 PM and Friday work from home
The ability to own complex responsibilities end-to-end and operate with a high degree of autonomy.
The ability demonstrate strong judgmentally, consistency, and accountability and serve as a resource for junior team members
The ability to meaningfully contribute to improving processes or outcomes
Compensation:
We provide a competitive salary and annual discretionary bonus to commensurate with your experience, skills and qualifications.
A reasonable estimate for the current salary range is based on skills and experience.
Analyst and Senior Analyst: $65,000 to $90,000.
Associate and Senior Associate: $85,000 to $125,000.
This position is also eligible for an annual discretionary bonus.
Benefits and Perks
Comprehensive medical, dental, and vision plans
401(k) with 4% company match
Employee Investment Program
Pre-tax commuter benefits
Flexible paid time off
Hybrid schedule: Friday and 3 holiday weeks remote
Sabbatical program: 4 paid weeks after 5 years of service
CE reimbursement for relevant licenses
Dependent care FSA
Pet insurance
Quarterly lunch and learns
Quarterly team social events
Equal Employment Opportunity
Syon Capital is proud to be an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, creed, sex, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related conditions, ancestry, medical condition (including genetic characteristics) veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected by law.
Pursuant to the San Francisco Fair Chance Ordinance, Syon Capital will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.
Client Service Associate
About Us
We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. Our firm offers a comprehensive range of financial services, including investment management, financial and retirement planning, lending strategy and management, and family office services. Our modern, collaborative approach begins with our exceptional team. We foster a creative environment where team members contribute ideas, build meaningful relationships, and leverage technology to enhance client service.
We provide a competitive benefits package, including medical, dental, and vision insurance, as well as a 401(k)-matching plan. Recognizing the importance of work-life balance, we offer hybrid work schedules, flexible vacation policies, and paid time off options, including a sabbatical program. Our commitment to professional growth includes robust training and clear career path opportunities to help you succeed and grow with us.
Syon Capital is an SEC-registered investment adviser.
Who We’re Looking For
Syon Capital is seeking a full-time Client Service Associate to assist the team in providing best-in-class service to our valued clients. The ideal candidate enjoys tackling challenges, finding innovative solutions, and pursuing inquiries until clear, logical answers are attained. We value individuals who work independently while also contributing to a formidable team dynamic. As a key point of contact, the ideal candidate takes pride in being a trusted problem solver to both our clients and firm.
What You Will Do
Serve as a key contact for client requests on designated client relationships
Respond to client inquiries and communications within 24 hours with most response within the same day
Initiate wires, transfers, and checks for money movements in Schwab Advisor Center
Open new accounts by collecting client information, completing forms, and routing to client for signature
Manage client account maintenance by updating client contact information as needed
Partner with relationship managers to submit trading tasks to Syon Capital’s investment team in the CRM
Complete subscription documents for alternative investments in CAIS/iCapital
Partner with the Investment team on new cash deployments and portfolio creation
Provide out-of-office coverage for other members of the client services team
Perform ad hoc tasks and projects assigned
What You Have
5 to 10 years of prior experience in a client facing role within the financial services field
Bachelor’s degree with at least a 3.0 GPA required (a degree in the Humanities is a plus)
FINRA Series 65
Beginner level knowledge with Microsoft Excel and PowerPoint
Experience using Black Diamond, Salentica/Salesforce, Schwab Advisor, and CAIS/iCapital is a plus
A high degree of thoroughness with careful and deliberate attention to detail
Exceptional verbal and written communication skills
A mindset that values every task, big or small
Hybrid/remote setting—In office Monday through Thursday, from 9:00 AM to 5:00 PM and Friday work from home
The ability to own complex responsibilities end-to-end and operate with a high degree of autonomy.
The ability demonstrate strong judgmentally, consistency, and accountability and serve as a resource for junior team members
The ability to meaningfully contribute to improving processes or outcomes
Compensation:
We provide a competitive salary and annual discretionary bonus to commensurate with your experience, skills and qualifications.
A reasonable estimate for the current salary range is based on skills and experience.
Analyst and Senior Analyst: $65,000 to $90,000.
Associate and Senior Associate: $85,000 to $125,000.
This position is also eligible for an annual discretionary bonus.
Benefits and Perks
Comprehensive medical, dental, and vision plans
401(k) with 4% company match
Employee Investment Program
Pre-tax commuter benefits
Flexible paid time off
Hybrid schedule: Friday and 3 holiday weeks remote
Sabbatical program: 4 paid weeks after 5 years of service
CE reimbursement for relevant licenses
Dependent care FSA
Pet insurance
Quarterly lunch and learns
Quarterly team social events
Equal Employment Opportunity
Syon Capital is proud to be an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, creed, sex, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related conditions, ancestry, medical condition (including genetic characteristics) veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected by law.
Pursuant to the San Francisco Fair Chance Ordinance, Syon Capital will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.