Client Service Specialist

Team Hewins, LLC•Foster City, CA

1d•$83,000 - $93,000•Hybrid

About The Position

Team Hewins is a fee-only Registered Investment Advisor (RIA) with a strong leadership team, a proven process for serving clients, and an entrepreneurial bent. Our team, most of whom have worked together for many years, is deeply committed to our fiduciary model as an independent financial planning and investment management firm. We are 100% employee-owned. We live to serve and guide successful people to financial wellbeing, and we are looking for a Client Service Specialist who shares our core values and commitment. If this is you, we want you to join our team! As a Client Service Specialist, you will be an integral part of the team delivering the personalized service and hospitality that is our hallmark. You will be responsible for ensuring our clients' custodian experience is seamless. The role is based in our Foster City, CA office and works on a hybrid model (currently three days in the office, two days at home).

Requirements

Passionate about helping people and are dedicated to exceeding client expectations.
Strong organizational and rigorous follow-up skills to ensure all client needs are being met.
Attention to detail is second nature to you—it’s all about getting things right.
Love being part of a team and actively engage with other team members to bring our best to clients.
Excellent written and oral communication skills and are proficient with standard office software.
A bachelor's degree
1-2 years of experience in financial planning, wealth management or related industry.

Nice To Haves

Experience with Salesforce
Experience with Charles Schwab

Responsibilities

Regular interface with clients, as an extension of our advisor teams.
Communicate with advisors and internal teams regarding open tasks, client needs, etc. to ensure we are meeting clients’ expectations and delivering exceptional service.
Process routine maintenance and cashiering transactions for client accounts.
Prepare, deliver, and monitor client custodial paperwork, ensuring smooth and expeditious processing.
Act as a primary liaison with custodians (primarily Schwab) - maintaining good rapport with service teams and escalate issues for resolution in a timely manner.