Wealth Management Client Services Specialist

Evergreen Gavekal; San Francisco (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

An independent investment advisory firm is seeking a professional for their San Francisco office. This role focuses on client service and account maintenance, requiring proficiency in handling client accounts, generating reports, and managing private investments. Ideal candidates will have 2 to 5 years of experience at a registered investment advisor or similar firm, demonstrate strong communication skills, and possess meticulous attention to detail. The salary ranges from $100,000+ depending on experience.

Qualifications

• 2 to 5 years of experience with a registered investment advisor or investment/asset management firm.
• Proactive and capable of working with minimal supervision.
• Strong verbal and written communication skills.

Responsibilities

• Provide support for client service functions.
• Generate and upload quarterly reports to the client portal.
• Liaise with private investment teams and custodians.

Skills

Strong verbal communication skills

Attention to detail

Ability to work under pressure

Analytical skills

Job description

An independent investment advisory firm is seeking a professional for their San Francisco office. This role focuses on client service and account maintenance, requiring proficiency in handling client accounts, generating reports, and managing private investments. Ideal candidates will have 2 to 5 years of experience at a registered investment advisor or similar firm, demonstrate strong communication skills, and possess meticulous attention to detail. The salary ranges from $100,000+ depending on experience.