Wealth Client Services Specialist

PowerToFly; Pleasanton (CA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for professional growth

Supportive work environment

Job summary

A financial services firm based in Pleasanton, California is seeking Registered Client Service Associates to provide exceptional service to clients and support Financial Advisors. Responsibilities include service coverage for teams, assisting in client relationships, and executing transactions. Candidates should have a High School diploma, some industry experience, and strong interpersonal skills. This role promises a supportive environment with comprehensive employee benefits.

Qualifications

• Two or more years of industry experience preferred.
• Detail-oriented with superior organizational skills.
• Strong time management skills and ability to work in a fast-paced environment.

Responsibilities

• Provide service coverage for Financial Advisor/Private Wealth Advisor teams.
• Support clients in cultivating new and existing relationships.
• Execute money movement transactions at the request of clients.

Skills

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Strong interpersonal skills

Time management

Ability to multitask

Education

High School Diploma/Equivalency

College degree preferred

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job description

A financial services firm based in Pleasanton, California is seeking Registered Client Service Associates to provide exceptional service to clients and support Financial Advisors. Responsibilities include service coverage for teams, assisting in client relationships, and executing transactions. Candidates should have a High School diploma, some industry experience, and strong interpersonal skills. This role promises a supportive environment with comprehensive employee benefits.