Financial Client Experience Specialist

Employee Relations Associates, Inc.; Plymouth (MN); On-site; USD 48,000 - 72,000; Full time

Job summary

TalentBridge seeks a Client Service Associate in Walnut Creek, CA for a 6+ month engagement. The role acts as the primary office contact, supporting financial advisors with client onboarding, relationship management, and day-to-day administration.

Responsibilities include CRM maintenance, data input, and coordination of client meetings and tax research; requires strong communication, detail orientation and teamwork, with familiarity in Salesforce and Workday preferred.

Qualifications

• Bachelor's degree or equivalent, demonstrated through work experience or education.
• Customer service training or experience required.
• Ability to learn financial concepts and products.
• Strong written and spoken communication, detail-oriented.
• Proficient with Microsoft Office; Salesforce and Workday familiarity preferred.
• Ability to meet deadlines, work under pressure and collaborate in a team.

Responsibilities

• Onboard new clients, ensure paperwork completion, CRM/File setup, and data input.
• Manage client relationships, process account transactions, and resolve issues with advisors.
• Prepare materials for client meetings and reviews; conduct tax-related research (1099s).
• Demonstrate knowledge of financial terminology and products; attend company events.
• Support operations with process improvements; mentor junior CSAs and manage vendor SLAs.

Skills

Customer service

Microsoft Office

Salesforce

Workday

Attention to detail

Communication

Teamwork

Education

Bachelor's degree or equivalent

Tools

Salesforce

Workday

Microsoft Office

Job description

TalentBridge seeks a Client Service Associate in Walnut Creek, CA for a 6+ month engagement. The role acts as the primary office contact, supporting financial advisors with client onboarding, relationship management, and day-to-day administration.

Responsibilities include CRM maintenance, data input, and coordination of client meetings and tax research; requires strong communication, detail orientation and teamwork, with familiarity in Salesforce and Workday preferred.