A dynamic financial services firm is searching for an enthusiastic, personable, and proactive Client Services Associate to join its close-knit team in Mill Valley, California. This role is ideal for someone with at least 5 years of experience in financial services, a can-do attitude, and a passion for delivering exceptional client service. As a Client Services Associate, you will handle subscription documents, manage investment reports, assist clients with inquiries, and support investor relations. If you are a polished professional who thrives in a boutique, high-energy environment and enjoys working directly with high-net-worth investors, this position could be your perfect fit.
Salary Range: $70,000 - $90,000 / year DOE
Client Services Associate Requirements: Bachelor s degree 5+ years of experience in financial services (RIA, bank, broker/dealer) Must be tech-savvy, with proficiency in Microsoft Outlook, Zoom, and Excel (including formulas) Strong organizational and multitasking skills Excellent communication and interpersonal skills Ability to present confidently to high-net-worth investors Must be proactive, detail-oriented, and able to manage multiple priorities Client Services Associate Responsibilities: Complete subscription documents for clients and assist with back-office tasks Organize and manage investment reports on online platforms Provide administrative support, including getting lunch for the team and greeting clients Assist clients with platform access and inquiries Distribute investment reports and summary decks Collect necessary documents during closings, such as passports and subscription documents Schedule and coordinate meetings, including sending calendar invites Send out blast emails for client webinars and schedule Zoom calls Learn and utilize CRM system to manage client information Ensure client satisfaction with a positive attitude and proactive problem-solving Benefits: 100% paid medical insurance premium for employees PTO with flexibility for sick time Annual reviews and raises Discretionary bonus potential Opportunity to work with a fun, community-active team that values family and long-term commitment Hands-on training and support from a seasoned team, including direct interaction with partners and high-net-worth clients
If you're interested in being part of a team that values excellence, dedication, and client satisfaction, apply now!
#LI-POST #LI-ONSITE #LI-AM1
