Client Services Associate

Client Services Associate

We are looking for a dedicated and meticulous Client Services Associate to join our team in San Diego, California. This Contract to Permanent position plays a vital role in ensuring exceptional client experiences and supporting operational efficiency. You will collaborate with advisors, handle client documentation, and provide outstanding service to high-net-worth individuals, business owners, and other clients.

Responsibilities :

• Handle client account documentation, including transfers, distributions, and updates, ensuring precision and attention to detail.
• Keep client records organized and ensure information in company systems is current.
• Liaise with custodians to promptly resolve any service or account issues.
• Prepare materials for client meetings, communications, and mailings.
• Oversee office supplies, vendor interactions, and general office appearance to maintain a professional and inviting environment.
• Act as the initial point of contact for clients visiting the office, providing a courteous and detail-focused experience.
• Assist advisors by collecting and organizing financial information for client accounts.
• Support financial planning initiatives and perform investment research as required.
• Compile performance reports and reconcile data to maintain accuracy.
• Draft correspondence and documentation for client interactions.

Requirements :