TalentLink Solutions · 6 hours ago
Client Service Associate - Financial Services
Fairfield, CA
Full-time
Onsite
Entry Level
$28/hr - $35/hr
1+ years expTalentLink Solutions is an established fee-only RIA located in Fairfield, CA, dedicated to helping clients navigate their financial lives. The Client Service Associate will support the operations team and manage essential administrative tasks to ensure smooth office operations and a high-quality client experience.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Spend approximately 80% of your time working with the firm’s operations team and 20% handling essential administrative tasks
Communicate, process, and follow up with clients on various client service items, including general questions, applications, withdrawal requests, beneficiary changes, etc. following all to completion
Coordinate with advisors and clients to complete and process new account paperwork, transfers, and contributions and to keep client accounts in good standing
Interface with custodians to complete new account applications and various account maintenance items, process cash and securities transactions, follow up as needed
Assume cashiering function with Charles Schwab, ensuring accurate and efficient financial transaction processing
Update and maintain client status and information within CRM (Wealthbox) and all internal systems and reports
Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues
Download, upload, and manage documentation within secure portals, ensuring accurate filing and record-keeping; generate reports for advisors as requested
Schedule client meetings, maintain calendar, and coordinate scheduling internally and externally; monitor client meeting frequency
Scan, copy, and distribute materials to clients, external professional contacts, and internal staff via email or mail
Answer and transfer phone calls, greet clients and guests, manage office supplies, distribute mail, and maintain a professional and welcoming office environment
Collaborate in a team environment to deliver a seamless and integrated client experience
Qualification
Required
1+ years' experience in the financial services industry with a concentration in securities and investment operations highly preferred; may consider alternative experience that aligns with characteristics/traits
Bachelor's degree preferred; may consider associates degree or equivalent experience
Familiarity with Black Diamond, Wealthbox, eMoney and Schwab preferred
Advanced Microsoft Office skills
Able to self-manage, prioritize and manage time effectively, while following established processes and procedures
A curious nature and a commitment to continuous professional learning and development
Excellent communication (written and verbal), relationship building, and organizational skills
Effectively prioritize workloads and complete tasks within well-defined guidelines and time constraints
Organizational skills and attention to detail are critical given the nature of paperwork, processes, and work, upon which both clients and the advisory depend
Preferred
1+ years' experience in the financial services industry with a concentration in securities and investment operations
Bachelor's degree
Familiarity with Black Diamond, Wealthbox, eMoney and Schwab
Company
TalentLink Solutions
TalentLink Solutions provides human resources consulting for the financial services community.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Amy Kizer, PHR
Managing Partner
Company data provided by crunchbase