What are the responsibilities and job description for the Client Support Specialist position at Equitable Advisors?
Position : Licensed Client Support Role
Location : [San Francisco or Walnut Creek]
Salary : Commensurate with experience, approximately $60,000 per year plus potential bonuses
About Us : Financial Planning Firm who strives to be the premier firm in the Bay Area for comprehensive planning. We pride ourselves on our service to our clients and having them feel like they are part of our family as we help them reach their goals. We also pride ourselves on creating a fun work environment with a strong camaraderie amongst the advisors and staff.
Job Description : We are seeking a dedicated and skilled Client Support Professional to join our team. The ideal candidate will possess excellent communication skills, a strong analytical mindset, and the ability to build and maintain client relationships. This role involves a mix of client interaction, financial analysis, and marketing efforts.
Key Responsibilities :
- Client Interaction :
- Call clients to schedule meetings and follow up on inquiries.
- Send emails to clients requesting information and confirming meetings.
Financial Analysis :
Additional Tasks :
Qualifications :
Benefits :
Application Deadline : 3 / 15 / 25
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
Salary : $60,000
