What are the responsibilities and job description for the Client Service Associate position at Glomb Private Wealth?
ABOUT GLOMB PRIVATE WEALTH
Glomb Private Wealth is a wealth management and financial planning firm offering advanced planning and family office services to high-net-worth individuals and families. We are located in Los Gatos, CA with a new office opening in Boise, ID.
Glomb Private Wealth launched in 2023 following the founders’ long tenure at UBS. We transitioned to independence by partnering with Sanctuary Wealth, to help provide an enhanced platform, best-in-class client solutions and support in running our business. Our firm is focused on providing proactive, world class client experiences, best-in-class resources and solutions, and advanced financial planning and education. We look to help clients live their best lives, while navigating them through the tough times, so they focus on what matters most to them. Glomb Private Wealth has been recognized by Forbes | SHOOK Next Gen Best in State Wealth Advisors, in addition to receiving several other industry accolades.
POSITION
Do you enjoy going above and beyond and ensuring client's needs are met and exceeded? We are seeking a motivated and detail-oriented Client Service Associate to join our team! The ideal candidate will possess an outgoing personality, excellent communication skills, and a passion for delivering exceptional client experiences. This outstanding candidate will be a member of our Operations Group – ensuring all administrative tasks are completed at a world-class level. Our team culture centers around leadership and support, high performance, and work/life balance. You will be surrounded by great people, challenged, given opportunities, and encouraged to grow.
RESPONSIBILITIES
- Assist the Lead Client Service Associate as a point of contact for clients, addressing inquiries, requests, and concerns in a timely and professional manner.
- Assist the Lead Client Service Associate with account openings, transfers, and account maintenance processes, ensuring accuracy and compliance with regulatory requirements.
- Assist the Lead Client Service Associate in processing client transactions, including withdrawals and deposits, accurately and efficiently.
- Maintain client records and documentation, ensuring confidentiality and compliance with data privacy regulations.
- Complete all Firm-Initiated Projects including data audits, fee audits, Reporting audits, and Tax Package Preparation and delivery
- Assist in Firm Marketing through the research and creation of Firm Newsletters, Articles, Social Media Posts and Client Webinars
- Lead and Participate in Client Events including Planning, Preparation and Running of the events
- Assist in the implementation and enhancement of our Client Experience through our Client Service Matrix.
- Proactively identify opportunities to enhance client relationships and provide value-added services.
- Stay abreast of industry trends, market developments, and regulatory changes to better serve clients and support your team.
- Participate in training and professional development opportunities to expand knowledge and skills in wealth management and financial services.
QUALIFICATIONS
- Bachelor's degree
- Relevant industry and client service experience, preferred
- Interest in a career in financial services and open to career development
- Excellent communication skills, both verbal and written, with the ability to articulate complex concepts clearly and concisely.
- Detail-oriented with strong organizational and time management skills.
- Ability to work effectively both independently and as part of a collaborative team.
- Client-focused mindset with a commitment to delivering world class service.
- Strong computer skills and proficiency in Microsoft Office, particularly Excel and Word
- Growth-mindset with a passion and commitment to explore ways to grow within your role and seek out professional development
JOB TYPE
Full-time work in person (Boise Office)
Salary Range – $50,000-$80,000 depending on experience
HOW TO APPLY
Email resume and cover letter to info@glombpw.com
Job Type: Full-time
Pay: $50,000.00 - $80,000.00 per year
Work Location: In person
Salary : $50,000 - $80,000