Client Service Specialist

Nfp • San Rafael, CA

211d • $60,000 - $84,000 • Hybrid

About The Position

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. This is a hybrid position with in-office flexibility 2-3 days a week. As a member of the client service team, this role primarily supports the Advisors in all aspects of servicing our clients and is an integral part of our team. This is an administrative position reporting directly to the VP of Client Services. This position requires attention to detail, strong organizational skills, and a pro-active attitude to successfully manage client-focused and operational activities, as well as working effectively with all employees at Wealthspire. Our team believes in a culture of transparency, collaboration, and accountability.

Requirements

• Bachelor's degree preferred
• At least two years of directly related industry experience
• Numerical accuracy and attention to detail a must
• Ability to prioritize tasks and work in a team environment
• Desire to learn, be resourceful, and think outside the box
• Professional appearance and manner
• Strong written and verbal communication skills
• Continuously exhibit personal integrity, professional initiative, and a personable attitude

Responsibilities

• Develop and maintain strong relationships with clients, Advisors and other team members across the firm
• Fulfill on-going client requests
• Assist clients in a timely and accurate manner, striving to exceed client expectations
• Compose professional letters and emails to clients
• Assist Advisors with fulfilling client requests, always looking for ways to better support Advisors
• Work effectively with employees in different locations utilizing various methods of communication
• Manage a paperless office
• Complete account paperwork for clients, utilizing electronic methods whenever possible
• Input and update accurate client information in all systems
• Maintain and update client service procedures
• Take ownership, as appropriate, of certain daily functions within client services
• Answer phones and other general administrative duties as needed
• Front desk backup - meet and greet clients, set-up/breakdown conference rooms for meetings

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Food Services and Drinking Places
• Education Level: Bachelor's degree