Gould Asset Management is seeking an experienced professional for a full-time position as a Client Service Associate (CSA). The CSA will handle a variety of responsibilities including investment operations and client relationship management. The successful candidate will make clients feel cared for, will be able to solve complex problems, and will act in a support role to senior client service staff. This is a client facing role, so we are looking for someone who is highly personable and able to work with a wide variety of clients and personalities. This is a full-time in-office position with the potential for one day per week of work from home.

What you’ll be doing:

Investment Operations

• Work with clients, advisors, and broker-dealer custodians in responding to client service requests quickly and with as little disruption to the client as possible
• Prepare and process client account paperwork and track open items with the utmost attention to detail
• Facilitate transfers of funds and securities
• Research and resolve complex client account-related problems
• Maintain client records and document account activities in CRM system (Salesforce)
• Reconcile daily cash flow information
• Prepare regular firm-wide and client reports

Client Relationship Management

• Build trust and maintain a professional rapport with clients
• Act as clients’ primary contact and keep them updated on outstanding service requests
• Regularly check in with clients via phone, e-mail, and/or in-person meetings
• Work with clients’ accountants and attorneys on tax and legal issues
• Manage inbound calls and emails from clients and custodians

What we’re looking for:

• Absolute integrity and respect for confidentiality of client matters
• High level of accuracy and attention to detail
• Excellent verbal and written communication skills, including proper email etiquette
• Efficient time management and strong multi-tasking skills
• Experience working at a Registered Investment Advisor (RIA) or broker-dealer custodian a plus; some level of financial fluency a must
• Strong PC skills, particularly in Excel, Word, Outlook, and cloud-based applications
• Experience with Salesforce, DocuSign, and/or Tamarac a plus; ability to quickly learn new software a must
• Friendly and professional attitude and demeanor
• Ability to work independently, think critically, and take initiative
• Notary public a plus
• Bachelor’s degree required

Interested candidates, please submit a resume AND personalized cover letter explaining why this position interests you and why you would be a good fit. Please take the time to customize your letter for Gould Asset Management and this particular role. Applications without both a resume and cover letter will not be considered.

We offer competitive compensation, commensurate with experience, and a full benefits package. We thank all applicants for their interest, however, only those being considered for an interview will be contacted. No phone calls, please.

About Gould Asset Management

Gould Asset Management is a registered investment adviser based in Claremont, California. We manage individual customized portfolios of financial assets – stocks, bonds, mutual funds, exchange-traded funds, and options. Our clients are individuals and organizations with portfolios ranging in size from approximately $750,000 to over $20 million.

For more information about our company, please see our website at gouldasset.com.

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible spending account
• Health insurance
• Paid time off
• Parental leave
• Retirement plan

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Claremont, CA 91711: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Work Location: In person

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