Respond to client requests with timeliness and accuracy in mind
Assist Advisors with client meeting prep and follow-up tasks
Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative tasks
Become primary point person for Schwab
Maintain and update client data in our CRM
Advyzon
Initiate, manage, and optimize workflows in Advyzon
Data input into our financial planning software
RightCapital
Scheduling client meetings via phone and email

2 years of financial services experience
Adept and skilled with technology and 3rd party software. We are a paperless office
Ability to prioritize tasks, problem-solve, and meet deadlines
Organization skills & attention to detail
Ability to anticipate client and advisor needs
Ability to work independently while prioritizing projects and managing your time – we do not micromanage
Ability to learn and implement new technology and software quickly
Ability to communicate well and work in a collaborative environment
Ability to follow office processes and policies related to office operations & client privacy
Experience with CRM Software / Database
Experience is a plus but not required: Schwab, Advyzon, Google workspace, Calendly, RightCapital, Holistiplan.
Ability to travel to San Jose 1-4x/year for quarterly/annual internal strategy meetings

Client Service Associate

Key skills