Perfect Timing Personnel Services · 4 hours ago
Client Service Representative
Sonoma County, CA
Full-time
Onsite
New Grad, Entry Level
$75K/yr - $85K/yrPerfect Timing Personnel Services is a well-established financial services firm dedicated to providing personalized financial planning and investment strategies. They are seeking a Client Service Representative who will be the primary point of contact for clients, managing communications, account administration, and service requests with a focus on accuracy and professionalism.
Human ResourcesOffice AdministrationStaffing Agency
Hiring Manager
Matt Rose
Responsibilities
Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
Assist with client onboarding, account updates, and service requests
Coordinate electronic document processing, including e‑signatures and compliance documentation
Support advisors and operations with scheduling, Zoom meetings, and client follow‑ups
Collaborate with internal team members to update and process client account changes
Handle client inquiries and concerns with professionalism, initiative, and discretion
Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation
Qualification
Required
Previous experience in client service, administrative support, or account management
Proficiency with CRM systems
Strong organizational and time‑management skills with the ability to prioritize effectively
Excellent verbal and written communication skills with a strong customer‑service mindset
High level of professionalism, discretion, and attention to detail
Ability to work independently while collaborating in a team‑oriented office environment
Preferred
Experience in wealth management, financial services, or private client environments strongly preferred
Redtail CRM experience highly desirable
Familiarity with financial industry compliance standards is a plus
Company
Perfect Timing Personnel Services
Perfect Timing is a full-service staffing & recruiting agency.
Founded in 1988
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase