Client Service Associate
San Francisco, California • $80,000-$100,000
About the Company:
Our client is a boutique wealth management firm providing aggressive investment strategies and customized plans to high-net-worth individuals. Responsibilities include providing exceptional client service to clients and third parties along with processing cash & security transfers, establishing new accounts at various custodians, preparing tax reporting, and maintaining client information.
Responsibilities:
- Communicate frequently with clients, act as the liaison between team and client, and troubleshoot problems as they arise
- Handle client and accountant queries and requests, establish custodial accounts, and assist clients in completing firm and custodian paperwork
- Attend to recurring and ad hoc cash and security transfer requests; perform ACH and wire transfers
- Support the investment team with the initiation of trades with various managers and custodians, and general support of portfolio and investment strategies
- Manage client information within the ATS and review client transactions, activity, and alternative investment valuations
- Coordinate monthly client statements and quarterly management fees
Requirements:
- Bachelor’s degree required
- 1-3 years of previous client services experience
- Knowledge of portfolio administration and various custodial interfaces
- Experience working with private high-net-worth clients and/or institutional clients
Salary Range:
$80,000-$100,000
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