Start your career in finance. Come join a growing financial planning and investment management practice! This is a great opportunity for a Client Services Specialist to be a part of a top team that is truly dedicated to helping improve the lives of our clients and to having a supportive, collaborative and enjoyable work environment. We are a team of three financial advisors and two associates looking for an additional Client Services Specialist to add to our team.

This role is an instrumental component of a successful practice. The Client Service Specialist builds strong and lasting relationships with clients and is often a frequent point of contact on the advisory team. In this, you will:

• Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
• Lead end-to-end onboarding and maintenance activities for new and existing clients.
• Use our CRM to track all client activities.
• Find opportunities to innovate every day.

Knowledge/Requirements

• A passion and interest in wealth management and for helping people achieve their goals.
• Process orientation and desire to work in a regulatory/financial environment.
• Ability to quickly learn technology and software tools.
• MS Excel, Word, Outlook, and Power Point proficiency to produce presentations, correspondence, electronic communication and maintain spreadsheets.
• Bachelor’s Degree

Job Skills

• Personal: Energetic and self-motivated. Coachable. Flexible in thoughts and activities. Enjoys a fast-paced environment with changing and evolving responsibility. Organized and detailed oriented. Ability to work independently as well as collaboratively within a team environment.
• Client Relationships: Ability to anticipate client needs. Consistently pursues excellence. Friendly. Creates client confidence. Works quickly to fulfill client needs. Frequent communication. Exercises an abundance of discretion with sensitive information.
• Communication: Convey information clearly and effectively both orally and in writing.

Job Responsibilities

• Manage client onboarding and client support activities and processes.
• Assist with client requests, transactions and all necessary paperwork.
• Assist with managing the office, compliance and general administrative work.
• Assist with financial plan development.
• Greet clients, cover phones, manage calendars, and prepare meeting review materials.

Benefits

• Medical and dental insurance
• 401(k) matching of 4%
• Paid vacation and holidays
• Opportunity to be sponsored for your securities licenses and notary public, coverage of study material cost and testing/licensing costs

Please be advised that under current company policy, we do not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance for this position.

Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Address: 229 W Main Street, Los Gatos, CA 408.402.3059

Job Type: Full-time

Pay: $70,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Los Gatos, CA 95030: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Are you willing to undergo a background check?

Education:

• Bachelor's (Required)

Work Location: One location

Please Note :
epokagency.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, epokagency.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.