Licensed Client Service Associate - Private Wealth Mgmt

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POST DATE 9/16/2016
END DATE 1/7/2017

DM Stone San Francisco, CA

San Francisco, CA
AJE Ref #
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Full Time
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Prestigious national brokerage firm is seeking a licensed (Series 7/66 or 7/63) Client Service Associate to assist a team in the private wealth advisory area at their SF branch. Position will consist of operations, administration & client service. Must have good references, clean licenses, and be comfortable in the high net worth space. Requires polish, professionalism, detail-orientation, and great communication skills (written and oral). Admin duties will include calendar, meeting prep, PowerPoint, etc. Must be organized, flexible, team player, not a clock watcher, and very client focused with good people skills. Great oppty to grow with the team. Not a stepping stone spot, must be very interested in the role itself, with a time horizon of at least a few years, and desire to grow within the firm. Requires 2-4 years experience in a similar role. College degree a plus. Generous pay package for the right person. More below:We are looking for:1) A great communicator, this person will be on the front lines of client contact2) Someone who takes pride in and understands the importance of customer service3) Stellar organizational skills4) Thick skin The role includes the following responsibilities:1) Answering inbound client communications2) Scheduling meetings with clients3) Booking travel for the team4) Managing team expense reimbursement5) Managing account documents6) Overseeing client billing7) Managing online acces


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