Client Service Associate

San Francisco, CA

Post Date: 02/24/2018 Job ID: hallmark-2368 Industry: Administrative and Support Services Pay Rate: 30.00 USD HOUR

Exciting opportunity to join a very fast growing, innovative Investment & Advisory Company. Our client offers a friendly, engaging work environment with excellent growth opportunities!  




The role is a temporary-to-permanent Client facing role focused on high touch customer service with largely administrative responsibilities.  




It will include Executive Assistant responsibilities, compliance processes and technology implementation. Strong skills in Excel, PowerPoint and Salesforce required.

 

•             Responsible for creating new accounts for new and existing clients

•             Work with the firm’ s custodian to transfer in new client assets from other financial institutions

•             Work to gather all pertinent information necessary for compliance purposes

•             Tasked with completing the investment documents for client approval & signature

•             Point of contact between the clients, firm & funds for transactional/redemption purposes

•             Support tasks including research, expense analysis, expense reports and travel arrangements

•             Responsible for planning and setting appointments

The ideal candidate for our client must have an excellent work ethic, high degree of integrity 


•             Responsible for creating new accounts for new and existing clients

•             Work with the firm’ s custodian to transfer in new client assets from other financial institutions

•             Work to gather all pertinent information necessary for compliance purposes

•             Tasked with completing the investment documents for client approval & signature

•             Point of contact between the clients, firm & funds for transactional/redemption purposes

•             Support tasks including research, expense analysis, expense reports and travel arrangements

•             Responsible for planning and setting appointments

The ideal candidate for our client must have an excellent work ethic, high degree of integrity. Local candidates only. Must be able to pass background check.

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