Wealth Client Services Associate

PowerToFly; San Francisco (CA); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunity for professional growth

Diversity and inclusion commitment

Job summary

A leading financial services company in San Francisco is seeking a Registered Client Service Associate. This role is pivotal in providing exceptional service to clients and supporting Financial Advisors in their daily operations. The ideal candidate will possess strong interpersonal skills and a solid understanding of financial services products. Responsibilities include executing transactions, maintaining client relationships, and assisting with onboarding. The role requires a high school diploma, industry certifications, and previous experience in a similar capacity. Competitive salary and excellent benefits included.

Qualifications

• High School Diploma/Equivalency required.
• College degree preferred for candidates.
• Active Series 7 and Series 66 or 63 and 65 certifications a must.
• Two or more years of preferred industry experience.

Responsibilities

• Providing service coverage for Financial Advisors and teams.
• Executing money movement transactions.
• Assisting clients with account-related queries.
• Maintaining client accounts and documentation.
• Onboarding clients and educating them in digital tools.
• Managing administrative support and logistics.

Skills

Knowledge of financial services products

Detail oriented

Advanced Microsoft Office skills

Exceptional writing and interpersonal skills

Strong time management skills

Team player

Adaptable

Goal-oriented

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and Series 66 or Series 63 and Series 65

Two or more years of industry experience preferred

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

A leading financial services company in San Francisco is seeking a Registered Client Service Associate. This role is pivotal in providing exceptional service to clients and supporting Financial Advisors in their daily operations. The ideal candidate will possess strong interpersonal skills and a solid understanding of financial services products. Responsibilities include executing transactions, maintaining client relationships, and assisting with onboarding. The role requires a high school diploma, industry certifications, and previous experience in a similar capacity. Competitive salary and excellent benefits included.