Client Services Specialist – Wealth Advisory (Hybrid)

HighTower Advisors; Orinda (CA); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Hybrid work model

Salary $70,000-$80,000 per year

Bonus program

Paid Parental Leave

Vacation and PTO days

Health, Dental, and Vision insurance

Pet Insurance

401k Matching Plan

HSA Employer Contributions

Student Loan Assistance

Job summary

Schultz Collins in Orinda, CA is seeking a Client Service Associate to join a tight-knit team, work with clients and advisors, and navigate multiple technology platforms. You will assist with overseeing client accounts, forms, and documentation, wearing many hats across the operation.

The role requires strong organizational and communication skills and experience with client services tools. The position offers a hybrid work model, with a competitive salary and benefits package including health,

Qualifications

• Working knowledge of financial accounts, documents, forms, and several technology platforms.
• Ability to work in a fast-paced, results-oriented environment.
• Ability to work effectively in a team environment; while also being a self-starter and able to work independently.
• Experience with DocuSign, Concur, Salesforce, and Black Diamond.
• Detail-oriented mindset with ability to prioritize and organize workflow.
• Flexible, eager to learn, and willingness to take on new tasks.

Responsibilities

• Help clients with paperwork and technology needed to provide service.
• Support our advisors by setting up client accounts, preparing client deliverables, and addressing client inquiries.
• Help onboard new clients and offboard terminated clients by preparing client files, setting up file structures, gathering documents and inputting information into database systems.
• Prioritize and organize workflow, and corroborate all facets of the operation of client accounts.
• Work with the trading department through the entire trading process, including tracking trades, reviewing trades, administering client cash flows, troubleshooting errors, and maintaining the trading system.
• Some basic invoicing and billing to support our accounting department.
• Review and process vendor invoices and employee expense reports.

Skills

Financial accounts knowledge

Team collaboration

Independent work

Excellent communication

Multi-tasking

Tools

DocuSign

Concur

Salesforce

Black Diamond

Job description

Schultz Collins in Orinda, CA is seeking a Client Service Associate to join a tight-knit team, work with clients and advisors, and navigate multiple technology platforms. You will assist with overseeing client accounts, forms, and documentation, wearing many hats across the operation.

The role requires strong organizational and communication skills and experience with client services tools. The position offers a hybrid work model, with a competitive salary and benefits package including health,