Wealth Client Services & Operations Associate

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

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