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    Client Service Specialist - San Francisco, United States - Evolve Talent Partners

    Evolve Talent Partners
    Evolve Talent Partners San Francisco, United States

    5 days ago

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    Description
    Job Description

    Job Description

    Client Service Specialist
    Wealth Management Firm
    San Francisco, California (hybrid)
    Growing wealth management firm seeks a full-time, experienced Client Service Specialist. This position is based out of their San Francisco office.

    The ideal candidate has at least three years of relevant industry experience, is organized and professional, focused on details, and takes initiative.


    RESPONSIBILITES:
    Provide client relationship management by monitoring client communications and completing client requests
    Collaborate with client service team - producing reports, and data input
    Communicate with clients and complete

    operational/administrative

    requests
    Monitor and initiate service requests with custodians on behalf of client
    Assist opening accounts, reregistering accounts, stock option exercise, cost basis research, processing stock donations and RMDs, and

    distributions/asset

    transfers
    Create portfolios in portfolio management system and update CRM
    Contribute to Quarter-End client reporting process (producing, reviewing and delivering all client reports)
    Oversee the correct execution of client service procedures for the firm. Continually research and implement more efficient and effective policies and procedures for client service/reporting expectations


    QUALIFICATIONS:
    3+ years of experience in the wealth management, brokerage, or investment

    advisory/consulting

    industry required
    4-year college degree strongly preferred
    Experience working with custodians (Schwab/TDA, Fidelity, Pershing) for client requests and problem solving. Experience working with Orion Advisor Technology software a huge plus
    Previous experience in professional client service is required
    Excellent interpersonal skills, verbal, and written communication skills
    Demonstrates a high level of professionalism with confidential and sensitive information and all clients
    Acute attention to detail
    Ability to work on complex projects with general direction and minimal guidance
    Ability to manage priorities and workflow and work independently

    SALARY:
    $80-90k base, plus exceptional benefits

    #J-18808-Ljbffr
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