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Client Service Associate
Job Description
A renowned financial services firm in Roseville, CA is seeking a versatile and tech-savvy Client Service Associate to join their team! In this role, you will be responsible for supporting Financial Advisors by providing essential administrative support for things such as scheduling appointments, opening new accounts, and following up to ensure client service models are met.
The position comes with a full benefits package, and you will enjoy working with a management team that is easy-going and fosters a supportive work atmosphere, where your future career aspirations are valued. This client-facing role is an excellent opportunity to gain exposure to the financial services industry while contributing to the firm s continued success!
Pay Range: $60, 000 - $63, 000 DOE
Responsibilities:
- Support Financial Advisors in daily operations, ensuring exceptional client service
- Manage account openings, client communications, transfers, and distributions
- Maintain and monitor reports and notifications for book of business
- Provide backup support to other teams as needed, emphasizing teamwork
- Adapt and grow with technology changes and enhancements
Requirements:
- 2+ years of experience in financial services open to candidates who are not registered but ready to be licensed
- SIE, FINRA General Securities Representative (Series 7) Exam, and Uniform Securities State Law Exam (Series 66 or Series 63/65) licenses are preferred
- College degree is preferred, but relevant experience will also be considered
- Proficient in Microsoft Dynamics 365, Microsoft Office Suite
- Experience with Thomson ONE, Envestnet, CRM, and Money Guide Pro is a plus
- Must be detail-oriented with strong communication skills
Benefits:
- Medical, Dental, and Vision insurance
- 401k and ESOP contributions
- Generous sick, vacation, and maternity/paternity leave
- Paid holidays
- Professional Development Opportunities
- Tuition Reimbursement
- Discounted personal insurance
- Charitable gift-matching program
- Supportive work environment
If you love working with people and have a passion for finance, apply now!
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