Client Service Associate - Los Angeles, United States - Silver Oak Wealth Advisors, LLC

Description

Client Service Associate - Los Angeles, CA

About the Firm:

Silver Oak Wealth Advisors, LLC is an independent, boutique wealth management firm working with a selected group of high-net-worth individuals and families as their personal and family CFO.

Our firm's core values are based on integrity, independent thinking, compassion, collaboration, and lifetime personal growth. We are proud of our caring and supportive culture and are seeking another member to join our exceptional team.


Job Summary:


Responsibilities:

• Respond to requests from clients, advisors, and custodians
• Serve as a liaison between advisors and clients, as needed
• Assist with administrative duties, such as light phone reception, office management and event support
• Manage client information prepare client reports, submit and follow up on necessary paperwork, and regularly update CRM database
• Prepare and process account forms, execute asset transfers, and assist clients in completing firm and custodian paperwork
• Assist in developing systems and procedures to improve the workflows and processes
• Provide support on special projects, as needed
• Contribute to a professional and energetic work environment

Requirements and Qualifications:

• Client first attitude
• Desiring an Operations career path
• Personable, responsive, engaging
• Highly organized, with keen ability to prioritize and multitask
• Attention to detail and good problemsolving skills
• Excellent written and verbal communication skills
• Mature, selfstarter, willing to take complete ownership of responsibilities from start to finish
• Team player, collaborative attitude
• Strong computer skills; high degree of proficiency with Word, Excel, Outlook and CRM software
• Strong aptitude to learn and able to utilize new software quickly and effectively
• Experience in financial services industry is preferred
• Experience in customer/client service in an office setting is preferred
• Ability to work with a hybrid schedule (40% remote and 60% onsite in our Los Angeles office) after the initial onboarding and training

Salary and Benefits:

• Competitive salary based on education, experience and skills
• Company matching for 401(k) plan and profitsharing plan after one year
• Full coverage of health, dental and vision insurance for employee
• 2weeks paid vacation, 10 paid holidays, and 5day paid sick leave
• Great mentorship, learning and career growth opportunities

Pay:
$50, $70,000.00 per year


Benefits:

• 401(k)
• 401(k)

matching

• Dental insurance
• Health insurance
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Bachelor's (preferred)

Experience:

• Client Services &

Customer Support: 1 year (preferred)


Shift availability:

• Day Shift (preferred)

Ability to Relocate:

• Los Angeles, CA 90024: Relocate before starting work (required)

Work Location:
Hybrid remote in Los Angeles, CA 90024