Senior Client Services Associate - San Ramon, United States - Accretive Wealth Management

    Accretive Wealth Management
    Accretive Wealth Management San Ramon, United States

    2 weeks ago

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    Description

    Job Description

    Job Description

    Job description

    Accretive Wealth Management is a fast-growing company and among the top 2% of RIAs in the nation, based on Assets Under Management .

    We are seeking a highly motivated Senior Client Service Associate with tremendous opportunity for growth.

    Highly motivated, smart, detail oriented, organised, high energy and willing to grow with the firm. Client servicing is one of the key elements and the candidate should possess excellent communication skills.

    • 2-4 years working experience in the finance/investment industry
    • Interest in wealth management
    • Worked on client resource management (CRM)
    • Experience in Orion Wealth Management system
    • Bachelor's Degree preferred
    • Client servicing
    • Social media
    • Operations
    • Event management
    • Administrative duties and more
    • Creating and submitting various documents for clients
    • Keeping track of the status of all client investments
    • Opening accounts
    • Creating invoices and statementsCalculating quarterly fees, inputting transactions in the portfolio management system
    • Organising/ planning/ executing events (golf tournament, annual banquet, investment seminar/meetings and more) - - Email correspondence with clients and business partners
    • Managing social media, event marketing and much more
    • Salary plus bonus (based on firm performance as well as individual's performance)
    • 401K
    • Health benefits
    • 15 Paid Time Off (PTO)
    • 11 Paid holidays, addition to PTO
    • Commuter benefits, up to $50 per month
    • Complimentary financial planning
    • Birthday lunch
    • Monthly team appreciation lunch
    • Quarterly team events (eg. Whitewater rafting, Horseback riding, Top Golf etc)
    • Work from home most Fridays.
    • Plenty of job training and support

    A complete background check will be done on candidates.

    Please check out our website @ or our

    FB page @

    If you are interested, please email us your resume @ or call us at

    We are a small team, everyone gets along very well with each other. Company has a lot of room for growth. Training will be provided.

    Company DescriptionSmall team, everyone gets along very well with each other. Company has a lot of room for growth. Training will be provided.

    Company Description

    Small team, everyone gets along very well with each other. Company has a lot of room for growth. Training will be provided.