Client Service Associate
Vodia Ventures, San Francisco, CA, United States
Client Service Associate
Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.
Job Description
The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000.
Responsibilities
Work closely with financial advisors to support their clients
Manage cash balances and daily asset transfers in accounts
Plan and manage new account onboarding process including SMA and alternative investments
Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
Develop a strong relationship with custodians to provide extraordinary client service
Serve as a key liaison to other operational areas supporting the Business, especially marketing.
Ensuring that all KYC standards are met and materials are organized in a consistent manner.
Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines
Leverage your operational background and experience to contribute to a growing business
Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.
Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation.
Personal Qualities
Team-oriented, respectful, high integrity, humility
Self-starter, with ability to follow direction and offer perspective on new initiatives
Detail focused with excellent organization skills and the ability to multi-task
Excellent written, oral and listening communication skills
Comfortable working in a fast-paced and deadline focused environment
Skills/Qualifications
BA/BS degree required
2-3 years of relevant experience
Strong interest in client service management
Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
Ability to navigate online custodian platforms, such as Schwab and Fidelity
Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
Familiar with industry standards and regulations to suggest new processes and controls, where needed
Series certifications not required, but a plus
Addepar experience, a plus
Highly proficient with Microsoft Office
Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience
Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.
Job Description
The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000.
Responsibilities
Work closely with financial advisors to support their clients
Manage cash balances and daily asset transfers in accounts
Plan and manage new account onboarding process including SMA and alternative investments
Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
Develop a strong relationship with custodians to provide extraordinary client service
Serve as a key liaison to other operational areas supporting the Business, especially marketing.
Ensuring that all KYC standards are met and materials are organized in a consistent manner.
Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines
Leverage your operational background and experience to contribute to a growing business
Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.
Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation.
Personal Qualities
Team-oriented, respectful, high integrity, humility
Self-starter, with ability to follow direction and offer perspective on new initiatives
Detail focused with excellent organization skills and the ability to multi-task
Excellent written, oral and listening communication skills
Comfortable working in a fast-paced and deadline focused environment
Skills/Qualifications
BA/BS degree required
2-3 years of relevant experience
Strong interest in client service management
Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
Ability to navigate online custodian platforms, such as Schwab and Fidelity
Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
Familiar with industry standards and regulations to suggest new processes and controls, where needed
Series certifications not required, but a plus
Addepar experience, a plus
Highly proficient with Microsoft Office
Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience