Senior Client Service Associate - RIA - HYBRID

Headquartered in San Francisco, we are a large financial consulting firm that has been in business for over 15 years! We specialize in RIA and focus on all things finance! We have a lot of energy and excitement in our firm and pride ourselves on our culture here. We all work as a team/family and strive to keep it that way!

Position Overview
The Senior Client Service Associate will play a critical role in maintaining and enhancing client relationships while providing exceptional support and service. This hybrid position requires a proactive individual who excels in communication and problem-solving, ensuring client satisfaction and retention in the financial services industry.

Key Responsibilities

• Serve as the primary point of contact for key clients, addressing inquiries and resolving issues promptly.
• Manage client accounts, ensuring that all financial services are delivered effectively and efficiently.
• Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions.
• Utilize CRM software to track client interactions and manage account details.
• Collaborate with internal teams to deliver comprehensive support and enhance client experience.
• Conduct regular follow-ups with clients to ensure satisfaction and identify opportunities for additional services.
• Assist in the onboarding process for new clients, ensuring a smooth transition and integration into our services.
• Identify and escalate potential issues or concerns to management for timely resolution.

Qualifications

• Bachelor's degree in Business Administration, Finance, or related field.
• Minimum of 5 years of experience in client service or account management, preferably within the financial services sector.
• Strong time management skills with the ability to prioritize tasks and manage multiple clients effectively.
• Demonstrated experience in relationship management and providing outstanding customer support.
• Excellent communication skills, both verbal and written, to effectively interact with clients and team members.
• Proficiency in CRM software and Microsoft Office Suite.
• Strong problem-solving skills and the ability to think critically under pressure.
• Ability to work collaboratively within a team as well as independently in a hybrid work environment.

*Hybrid - will need to come into the office Monday-Wednedsay and can work remote Thursday and Friday*