Client Service Associate - Schultz Collins

Hightower Advisors • Orinda, CA

22d • Hybrid

About The Position

Schultz Collins is a non-discretionary investment advisor registered with the SEC through Hightower Advisors, LLC, located in Orinda, California. As a non-discretionary advisor serving clients across the United States, we provide analysis on securities, portfolios, and selective estate planning subjects. We then work alongside our clients to assist in their decision-making process and, where appropriate, execute those decisions on their behalf. We rigorously adhere to the fiduciary standard and are nationally recognized for our deep knowledge and experience with fiduciary issues. As fiduciaries, we are legally and ethically obligated to act in the client's best interest. Founded in 1995, we currently provide advice on approximately $1.7 billion in client assets.

Requirements

• Working knowledge of financial accounts, documents, forms, and several technology platforms.
• The ability to work in a fast-paced, results-oriented environment.
• The ability to work effectively in a team environment; while also being a self-starter and able to work independently.
• Experience with DocuSign, Concur, Salesforce, and Black Diamond.
• Detail-oriented mind-set with ability to prioritize and organize workflow.
• Flexible, eager to learn, and willingness to take on new tasks.
• You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Responsibilities

• Help clients with paperwork and technology needed to provide service.
• Support our advisors by setting up client accounts, preparing client deliverables, and addressing client inquiries.
• Help onboard new clients and offboard terminated clients by preparing client files, setting up file structures, gathering documents, and inputting information into database systems.
• Prioritize and organize workflow, and corroborate all facets of the operation of client accounts.
• Work with the trading department through the entire trading process, including tracking trades, reviewing trades, administering client cash flows, troubleshooting errors, and maintaining the trading system.
• Perform basic invoicing and billing to support our accounting department.
• Review and process vendor invoices and employee expense reports.
• Monitor the progress of a variety of projects (client trades, outgoing articles, video production, client onboarding, etc.) and help resolve any issues that may arise.
• Help deliver client communications and assist in implementing marketing plans.
• Support administrative tasks and office support, including answering phone calls, monitoring email addresses, maintaining database records, scheduling client events, and sorting, filing, printing, binding, or mailing of documents.

Benefits

• Hybrid remote and in office work (2-3 days in the office)
• Bonus program based on both individual and company performance
• Paid Parental Leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver)
• Vacation and PTO days
• Health, Dental, and Vision insurance
• Pet Insurance
• 401k Matching Plan
• HSA Employer Contributions
• Student Loan Assistance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed