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Client Service Associate

Roseville, CA

Posted: 03/19/2024 Employment Type: Direct Hire Category: Administrative;Wealth Management Job Number: a0CUm00000gX7STMA0 Location Requirements: Onsite Industry: Financial Services

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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About Roseville, CA

Ready to take your career to the next level? Explore job opportunities in the vibrant Roseville, California area! Nestled in the heart of Placer County, Roseville offers a perfect blend of urban amenities and natural beauty. With its proximity to Lake Tahoe and the Sierra Nevada Mountains, as well as easy access to cultural attractions like the Roseville Theatre Arts Academy and Blue Line Arts, this region provides a dynamic landscape for professionals seeking growth and inspiration. Indulge in the delicious cuisine at the family-owned restaurants on Vernon Street or catch a game at the beloved All American Speedway. Discover the charm of this bustling city and unlock endless career possibilities. Explore our job listings today and start your journey towards a fulfilling career in the captivating Roseville area!
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