- WFH 50%/monthJob SummaryThe Client Service Specialist is client facing and responsible for opening accounts, transferring assets, and other account maintenance requests, and serves as the liaison between Summitry and its custodian partners.
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Pacific Excel Wealth Advisors Walnut Creek, United StatesJob Overview: · We are seeking a highly motivated and customer-focused individual to join our team as a Client Services Specialist. As a Client Services Specialist, you will be responsible for managing and maintaining relationships with our clients, ensuring their satisfaction an ...
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Summitry San Mateo, United StatesJob Description · Client Service Specialist · Summitry is a Bay Area wealth management firm with more than $2B in assets, 40+ employees, and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and co ...
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Client Service Specialist
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Summitry San Mateo, United StatesJob Description · Job DescriptionClient Service Specialist · Summitry is a Bay Area wealth management firm with more than $2B in assets, 40+ employees, and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an inno ...
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OneDigital Cupertino, United StatesAre you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the servi ...
Client Service Specialist - San Mateo, United States - Summitry
Description
Job DescriptionClient Service SpecialistSummitry is a Bay Area wealth management firm with more than $2B in assets, 40+ employees, and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight.
Join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive through the unique set of opportunities and challenges posed by life in the Bay Area.
Position DescriptionReports to:
Jennifer Rouse, Director of Operations & CCOBenefits: YesStatus: Full Time/
Exempt Start Date:
ImmediatelyWork environment: Hybrid
They will work on projects to maximize efficiency, utilize various internal systems, and learn process-based workflows to service ongoing client requests.
The ideal candidate is a self-starter, a team player, energetic, proactive, hardworking, flexible, and resourceful. Duties and ResponsibilitiesInvestigates and answers operationally driven client inquiriesProvides ongoing day-to-day support to our high-net-worth clientsResponds to client requests in a timely manner (such as but not limited to onboarding new clients, coordinating client requests, money movement, general client account maintenance, generating reports, and updating restrictions)
Serves as a primary liaison between Summitry and Custodians (Schwab/TD Ameritrade and Fidelity)Completes daily administrative tasks and updates internal systemsAnswers phones and directs calls as backup to the Workplace Experience CoordinatorQualificationsA minimum of 3-5 years of RIA Operations/Client Service experience Basic financial services knowledge/experienceNotary Public (or willing to obtain this after employment)Bachelor's degree CRM, portfolio account software, and custodian web-interface experience requiredA strong work ethic and stellar communication skillsAbility to work independently but also be a proactive contributing team memberStrong attention to detail and ability to follow through on projects effectivelyAbility to multi-task and a drive to succeed Strong desire to learn and contribute to a team-oriented environmentFlexibility and willingness to adapt to changing prioritiesMust have a mode of transportation for travel (occasional notary/client meetings)Salary and BenefitsThe expected base salary for this position will range from $70-100K plus eligibility for a bonus based on successfully completing metrics.
Bonus plan (eligible after 6 months) based on successfully completing team metricsMedical, dental, and vision coverage, Flexible Spending Account/Health Savings Account and 401K planMore info:
Culture and ValuesAt Summitry, our mission is to help families thrive through the unique set of opportunities and challenges posed by life in the Bay Area
(Translation:
we help you live your best Bay Area life).Our core values are the most important aspect of our culture. They reflect the values of our leaders and people, and we are committed to pursuing them daily.
Our culture reflects our values in the way we treat each other:
CARE - we care for each other, our clients, and our communityGROW - we have an intrinsic desire to grow ourselves and our firmDRIVE - we are fiercely driven to achieve our goals and those of our clientsWhile having an impressive resume is a plus, Summitry strives to find not only top talent but the "right" talent.
We're proud of the culture we've built, and we seek individuals who are not only excited about their role and responsibilities but also demonstrate our values and desire to contribute towards the growth of our firm.
Summitry, LLC is an Equal Opportunity Employer#LI-DNI
Client Service Specialist professionals in San Mateo
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Shih-Chieh Ting
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Rasa Amelzadeh
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