Client Service Associate
Full Time, US Citizen and Permanent Resident
About The Firm
This firm is a partner-owned and operated multi-family office based in Silicon Valley, dedicated to advising successful families, individuals, family offices and foundations in preserving and building their wealth and legacy. With a commitment to personal connection and a deep understanding of our clients' unique goals, we serve as trusted stewards for generations to come.
Our Values
- Complete ownership
- Honesty
- Collaboration and teamwork
- Do what you need to do, but get the job done
- Kaizen
- Compete daily and celebrate our wins
- Fun in the workplace
Position Overview
The firm is seeking a motivated, dedicated individual to join our team as a Client Service Associate. This role is designed for a hard-working team player who thrives in an entrepreneurial environment and is committed to delivering outstanding service to our clients. The ideal candidate will have a keen attention to detail, strong communication skills, and a passion for operational excellence.
Responsibilities
- Serve as a primary point of contact for client inquiries, ensuring timely and accurate responses to all requests.
- Manage daily operational tasks related to client accounts, including onboarding, account maintenance, and transaction processing.
- Coordinate with internal teams to support client needs and enhance service delivery.
- Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
- Assist in preparing client reports, statements, and other documentation as required.
- Identify and implement process improvements to enhance operational efficiency and client satisfaction
- Be the subject matter expert for various third-party tools – interacting with vendors on a regular basis to ensure information is timely and accurate.
- Provide administrative support to the management team as needed.
Minimum Qualifications
- Bachelor's degree in business, finance, or a related field.
- 1-3 years of experience in customer service, operations, or a similar role, preferably in wealth management or financial services.
- Strong attention to detail and commitment to accuracy.
- Excellent verbal and written communication skills.
- Ability to work effectively in a team-oriented and entrepreneurial environment.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with financial management software.
- High level of integrity and professionalism in handling sensitive client information.
- Must be based in the San Francisco Bay Area
We Offer
- Rapidly growing firm with the ability to gain experience early in the life of the company
- Hybrid work environment: in person 1-3 days/week in San Francisco with the Partners
- Potential to participate in equity upside of the firm's growth
- Competitive health benefits
The hiring company is an equal opportunity employer.