Client Service Associate

Job Purpose:

The CSA position has a significant role within our company as a key member of our team. The CSA will perform a multitude of client service processes and provide internal office support.

General Accountabilities include the following. Other duties may be assigned.

• Takes initiative and is proactive in fulfilling all aspects of the client service role

• Present professional, welcoming first contact to all clients, visitors, vendors, etc. on phone, in person and via email.

• Phone Reception as needed, alternating responsibility

• Anticipates client needs, solves problems and follows through with exceptional service

• Responds to incoming emails and telephone calls in a professional manner to ensure that the client’s request is met in a timely fashion

• Facilitates all types of client needs such as client deposits, distributions, trades, address changes, investor access needs.

• Manages calendar and schedules meetings for clients, prospects and outside vendors

• Documents all relevant action items and tasks being tracked in the database * Interacts with the firms’ home office support to develop cooperative relationships and guarantee timely follow through on requests

• Executes project-related tasks to contribute to the firm’s development

• Works closely with the Executive Manager in coordinating daily client correspondence

• Cultivates ideas to develop or help improve office systems and protocol * Processing of all required forms / documentation with broker dealer, with immediate follow-up to ensure accuracy.

• Cross training on all branch cage activity, with alternating responsibility

Knowledge/Experience/Skills:

• 4-year college degree preferred * Outlook email * Microsoft Excel, Word, Adobe PDF * Microsoft OneNote * Ability to improvise and proactively assist in client requests or firm tasks * High communication skills (written and presentational) * Above-average organizational and administrative skills * Ability to take detailed notes and follow instructions with little guidance * Proven time and project management skills * Self-directed and motivated * Ability to solve practical problems and deal with a variety of situations where limited standardization exists

Attributes and Behaviors:

• Develops and maintains positive working relationships with others * Willingness to work as a team – our firm requires continuous interaction amongst team members * Willingness to work the necessary hours to get the job done * Ability to ask for help and learn from others * Arrives to work each morning on time * Actively shares ideas and information on firm roles, responsibilities and systems * Admits to mistakes immediately in a non-defensive manner and works quickly to resolve the issues * Maintains a high customer service ethic and is passionate about meeting and assisting clients * Takes pride in the achievement of team objectives * Assists team members unprompted * Keeps pace with changes and acquires knowledge/skills necessary for business development * Willingness to delegate tasks and be delegated to by other team members

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) 4% Match
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Compensation Package:

• Bonus opportunities
• Performance bonus
• Profit sharing

Schedule:

• 8 hour shift

Education:

• Bachelor's (Preferred)

Experience:

• Administrative: 1 year (Preferred)

Ability to Commute:

• San Diego, CA 92101 (Required)

Ability to Relocate:

• San Diego, CA 92101: Relocate before starting work (Preferred)

Work Location: In person

Salary : $65,000 - $75,000