Client Service Associate - Natoma Wealth

Hightower Advisors; Folsom (CA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Base salary $60,000–$75,000

Medical, dental, vision insurance from

Flexible PTO plan

401(k) matching

Job summary

Natoma Wealth in Folsom, CA seeks a Client Service and Operations Associate to support a seasoned wealth management team. You will handle operational tasks, client requests, and account activities with a focus on accuracy and compliance to deliver a quality experience for clients.

You will engage with custodians like Fidelity and Charles Schwab, manage CRM records in Salesforce, schedule meetings, and assist with client events and marketing operations while developing a broad understanding of

Qualifications

• BA/BS degree preferred in Business/Marketing/Communications or related field.
• Strong Microsoft Office and Outlook competency.
• Salesforce experience a plus.
• Process-driven tasking and follow up skills.
• Excellent client-facing skills.

Responsibilities

• Timely, consistent and accurate completion of operational tasks, activities and workflows including account services and transaction processing.
• Field client requests and complete tasks, following through to ensure our client\'s needs are met while following compliance standards.
• Ensure the prospect and client experience is performed as designed by managing and following the prospect and client timelines, and completing multi-step tasks.
• Work with our custodian (Fidelity and Charles Schwab) to open accounts, obtain account information and complete service requests.
• Document and update contact information, status updates, and other important information within the CRM database. (Salesforce)
• First contact for clients and visitors in the office and by phone demonstrating high levels of meaningful engagement
• Scheduling meetings
• Opportunity to learn different functions within the practice by supporting multiple roles
• Assist Marketing with client events and client gifts
• Assist the team in operational, administrative, and marketing functions

Skills

Adaptable

Agile

Team player

Clear communicator

Organized

Microsoft Office

Salesforce experience

Written and verbal communication

Detail oriented

Client first

Education

BA/BS degree preferred in Business/Finance/Communications

Tools

Salesforce

Job description

Your Future Team

Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management. We\'re searching for a Client Service and Operations Associate who naturally has a “do what it takes” attitude to support a seasoned team while providing a quality experience our clients have come to expect. You will report to the Managing Director.

Your Future Team

Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management. We\'re searching for a Client Service and Operations Associate who naturally has a “do what it takes” attitude to support a seasoned team while providing a quality experience our clients have come to expect. You will report to the Managing Director.

Characteristics you will need to be successful in this role:

• Adaptable. You are comfortable working in a fast-paced environment and can adapt to change.
• Agile. You maintain composure and remain positive under pressure even in complex situations.
• Team player. You love collaborating and sharing ideas. You trust your teammates, and support as needed.
• Clear communicator. You are great at getting and giving respectful and productive feedback to clients and colleagues.
• Organized. You create clear and logical processes to support your work and that of the organization.

What You\'ll Do

• Timely, consistent and accurate completion of operational tasks, activities and workflows including account services and transaction processing
• Field client requests and complete tasks, following through to ensure our client\'s needs are met while following compliance standards
• Ensure the prospect and client experience is performed as designed by managing and following the prospect and client timelines, and completing multi-step tasks
• Work with our custodian (Fidelity and Charles Schwab) to open accounts, obtain account information and complete service requests
• Document and update contact information, status updates, and other important information within the CRM database. (Salesforce)
• First contact for clients and visitors in the office and by phone demonstrating high levels of meaningful engagement
• Scheduling meetings
• Opportunity to learn different functions within the practice by supporting multiple roles
• Assist Marketing with client events and client gifts
• Assist the team in operational, administrative, and marketing functions

What You\'ll Bring

• Team player, strong work ethic, and expresses a “client first” attitude
• BA/BS degree preferred in Business/Marketing/Communications or related field
• Strong Microsoft Office and Outlook competency
• Salesforce experience a plus
• Process-driven tasking and follow up skills
• Excellent client-facing skills
• Strong written and verbal communication skills
• The ability to accomplish a variety of tasks in a detailed, efficient, and organized manner
• Minimum 3 or more years of experience with Financial Service and or Client Service
• Series 65. If not licensed it must be achieved within 6 months of hire. Other licenses may be required over time

What We Offer

• Annual base salary range of $60,000-$75,000 based on qualifications and experience, plus discretionary bonus
• Coverage on the first day of employment for medical, dental, and vision insurance
• Flexible PTO plan
• 401k matching plan

AN EQUAL OPPORTUNITY EMPLOYER: Natoma Wealth is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.