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*
  
  

Email Your Resume In Word To

Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:

lauren.tabata@cybercoders.com

• Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : LM3-1843382 -- in the email subject line for your application to be considered.***
  
  

Lauren Tabata - Recruiting Manager

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.

CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.

This job was first posted by CyberCoders on 03/04/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.