Client Service Associate, Wealth Management

Client Service Associate, Wealth Management

Available : 6 / 14 / 2024

Company : Blankinship & Foster

Contact : Laura Sample

Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.

420 Stevens Avenue

Suite 250

Solana Beach, CA

Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach, CA, that provides integrated financial planning and investment management to individuals and families.

Our firm culture and core values are based on being thoughtful and caring, doing what is right, working together to find solutions, and constantly seeking to learn, grow, and improve.

We pride ourselves on being a team of authentic, dependable, dedicated, and thoughtful individuals. We are currently seeking to add another member to our exceptional team.

Organization Structure

Member of Client Service Department

Reports to Office Manager / Director of Client Service

Full-time position

Job Summary

The Client Service Associate position entails a wide variety of responsibilities and skills, including administrative, client service, and advisor support.

The ideal candidate will have a proven track record of delivering exceptional client service, a positive attitude, and a strong willingness to take ownership of important firm responsibilities.

Duties and Responsibilities

• Prepare and process account forms, execute asset transfers, and assist clients in completing firm and custodian paperwork.
• Serve as the main point of contact for custodians for cashiering, deposits and withdrawals, custodian alerts, cost basis reconciliation, and other client needs.
• Manage client information prepare client reports, submit and follow up on necessary paperwork, and regularly update databases.
• Deliver exceptional client service and serve as a liaison between advisors and clients, as needed.
• Respond to miscellaneous requests from clients, advisors, and custodians.
• Assist in developing systems and procedures to improve the Client Service Department.
• Provide support on special projects, as needed.
• Assist with administrative duties, as needed.
• Contribute to a professional and energetic work environment.

Requirements and Qualifications

• Ability to work hybrid schedule (remote and onsite in our Solana Beach, CA, office a few times a week).
• Client first attitude.
• Highly organized, with keen ability to prioritize and multi-task.
• Attention to detail and good problem-solving skills.
• Excellent written and verbal communication skills.
• Mature, self-starter, willing to take complete ownership of responsibilities from start to finish.
• Ability to work independently in a high energy, dynamic environment, often on several simultaneous tasks for multiple parties.
• Strong computer skills; high degree of proficiency with Word, Excel, Outlook and CRM software (Salesforce).
• Strong aptitude to learn and able to quickly and effectively utilize new software.
• Experience in financial services industry (Preferred).
• Experience in customer / client service in an office setting (Preferred).

Salary and Benefits

• Compensation will be commensurate with skills and experience.
• Paid holidays.
• 401k plan.
• Health insurance benefits.
• Non-exempt position.

Who should apply

This position can be a great start to a career in financial planning, providing front-line operational experience that is critical to understanding the nuts and bolts of both personal financial management and the inner workings of a financial planning business.

We are looking for thoughtful, detailed, collaborative, friendly, easy-going individuals, who are passionate about providing high-quality service and are committed to contributing as team members.

If this position sounds interesting to you, email your application to [email protected], and please include a cover letter and resume, plus responses to the following questions :

• Why you are a good fit for this position and our firm
• How you can contribute
• Provide examples of anything that highlights you or your work

The perfect career or internship is just a click away, give it a try!

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