Client Service Specialist

San Rafael, CA 94901

Post Date: 04/26/18 Job ID: 00002KPT Industry: Not Determined Pay Rate: 55000.00
Summary of Essential Duties
Our client is looking for someone to join their client service team whose primary role will be to support the Advisors in all aspects of servicing their clients. This will be for a wealth management company. This is an administrative position reporting directly to the Director of Client Services. This position requires attention to detail, strong organizational skills, and a pro-active attitude.

JOB DUTIES:
Client Service Activities
-Play an integral role in on-boarding new clients.
-Fulfill on-going client requests.
-Assist clients in a timely and accurate manner, striving to exceed client expectations.
-Prepare paperwork for client review meetings, and meet with clients when necessary.
-Compose letters and e-mails to clients.

Account Service Activities
-Manage a paperless office.
-Complete account paperwork for clients.
-Input and update accurate client information in all systems.
-Maintain and update client service procedures.
-Take ownership, as appropriate, of certain daily functions within client services.

Other Activities As Needed
-Answer phones and other general administrative duties as needed.
-Front desk backup, meet and greet clients, set-up/breakdown conference rooms for meetings.

Systems
-Proficient with in-house office systems - Client Relationship Management and Document Management Systems (e.G., Junxure Cloud, Worldox, DocuSign, ShareFile)
-Excellent computer skills with Microsoft Office Suite, particularly MS Excel

QUALIFICATIONS:
-Bachelor's degree preferred.
-At least two years of relevant work experience a plus.
-Numerical accuracy and attention to detail a must.
-Ability to prioritize tasks and work in a team environment.
-Professional appearance and manner.
-Strong written and verbal communication skills.

Lisa Scanlon
Staffing Coordinator

<strong>Hire Date:</strong> February 2013<br/>
<strong>Alma Mater:</strong> Chico State University<br/>
<strong>Favorite restaurant:</strong> Tomasso’s (in SF)<br/>
<strong>Words to Staff By: </strong>&#8220;Go with your gut.&#8221;<br/>
<strong>Words to Work By:</strong> &#8220;You’ve got to be kidding me!&#8221;<br/>
<strong>Interesting Accomplishment:</strong> &#8220;To be yourself in a world that is constantly trying to make you something else is the greatest accomplishment.&#8221; – Ralph Waldo Emerson<br/>
<strong>Something Few Know About Me:</strong> I achieved my 15 minutes of fame one day by playing guitar in a rock band in Oregon.</div>
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