compensation: Compensation/benefits competitive & commensurate with experience/qualifications employment type: full-time
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Client Services Assistant
We are an established, respected, and growing full-service financial advising firm located in Modesto, CA. We provide financial planning and investment management to clients throughout Northern California. We value the trust our clients place in us and take pride in the quality of our service.
The Client Services Assistant position supports advisory activity administratively and interfaces directly with clients in all forms of client service - both face to face and technically behind the scenes. This is a full-time position. Compensation and benefits are competitive and commensurate with experience and qualifications.
Provide administrative support to advisors
Coordinate meetings and schedules
Greet and assist clients in a warm and professional manner
Draft, organize, file, and mail documents as necessary
Opening and servicing accounts
Anticipate and prepare materials needed for meetings and correspondence
Manage phone system and direct calls appropriately
Maintain CRM database
Independently manage special projects/events
Bachelors or Associates degree
3-5 years experience in a similar role is preferred [experience in financial services a plus]
Comfortable use of technology with a working knowledge of Word, Excel, and Outlook
FINRA licensing preferred or willingness to obtain Series 7 & 66
-Personal Qualities for Success in this Role-
Exemplifies Professionalism and Integrity
Contributes to Positive Team Culture, with Collaborative, Can-do Attitude
Solutions-Oriented, Pursues Efficiency, Creative and Innovates Processes
Self Starting, Takes Initiative
Friendly Demeanor, Enjoys Interacting with people, Strong Communication/Interpersonal skills
Excellent Attention to Detail and Impeccable Organizational skills
Eagerness to Learn, Grow, and Build
-For consideration, please submit your resume and cover letter by replying to this post. *Optional* to also submit a video introduction and letter of recommendation. Please, no phone calls.
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do NOT contact us with unsolicited services or offers