A dynamic financial services firm is searching for an enthusiastic, personable, and proactive Client Services Associate to join its close-knit team in Mill Valley, California. This role is ideal for someone with at least 5 years of experience in financial services, a can-do attitude, and a passion for delivering exceptional client service. As a Client Services Associate, you will handle subscription documents, manage investment reports, assist clients with inquiries, and support investor relations. If you are a polished professional who thrives in a boutique, high-energy environment and enjoys working directly with high-net-worth investors, this position could be your perfect fit.
Salary Range: $70,000 - $90,000 / year DOE
Client Services Associate Requirements:
- Bachelor s degree
- 5+ years of experience in financial services (RIA, bank, broker/dealer)
- Must be tech-savvy, with proficiency in Microsoft Outlook, Zoom, and Excel (including formulas)
- Strong organizational and multitasking skills
- Excellent communication and interpersonal skills
- Ability to present confidently to high-net-worth investors
- Must be proactive, detail-oriented, and able to manage multiple priorities
Client Services Associate Responsibilities: - Complete subscription documents for clients and assist with back-office tasks
- Organize and manage investment reports on online platforms
- Provide administrative support, including getting lunch for the team and greeting clients
- Assist clients with platform access and inquiries
- Distribute investment reports and summary decks
- Collect necessary documents during closings, such as passports and subscription documents
- Schedule and coordinate meetings, including sending calendar invites
- Send out blast emails for client webinars and schedule Zoom calls
- Learn and utilize CRM system to manage client information
- Ensure client satisfaction with a positive attitude and proactive problem-solving
Benefits: - 100% paid medical insurance premium for employees
- PTO with flexibility for sick time
- Annual reviews and raises
- Discretionary bonus potential
- Opportunity to work with a fun, community-active team that values family and long-term commitment
- Hands-on training and support from a seasoned team, including direct interaction with partners and high-net-worth clients
If you're interested in being part of a team that values excellence, dedication, and client satisfaction, apply now!
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