Client Service Associate (Financial Services)

About Us: Tidemark Financial Partners is a leading financial services firm dedicated to providing exceptional financial solutions to our clients. We pride ourselves on our commitment to integrity, innovation, and teamwork. We seek a motivated and detail-oriented CSA to join our dynamic team. We foster a supportive and collaborative work environment where every team member’s contributions are valued. Our team operates with a client-first approach while prioritizing a positive and engaging workplace.

Position Overview: As the CSA, you will play a crucial role in ensuring the smooth operation of our office. You will oversee all client servicing matters such as new account openings, transfers, onboarding new clients, etc. This role will also entail administrative functions, marketing operations, supporting the staff, and creating an efficient work environment. The ideal candidate is preferred to have 2 years in the financial services industry with knowledge of financial CRM systems and other platforms. This role provides a pathway for growth within the firm, with opportunities to take on increased responsibilities in client relations, financial planning, or operations management.

Key Responsibilities:

• Manage daily office operations, including administrative tasks, supplies, equipment, client relationships, and vendor relationships.
• Responsible for day-to-day operations and administrative support for the team, answering inbound calls and email requests, scheduling, and gathering client data for ongoing service processes.
• Coordinate schedules and meetings and prepare any necessary documents for the meeting.
• Oversee onboarding new clients, processing transfer paperwork, and setting up new accounts while coordinating with the team, custodians, and clients.
• Ensuring all paperwork and client request procedures are completed and comply with compliance requirements.
• Update of our CRM and client files as needed.
• Serve as the main point of contact for office management and client services.
• Ensure client documentation is up to date, invoicing and client correspondence as needed.
• Implement and improve business marketing operations such as overseeing social media outreach (LinkedIn), organizing events, and brand outreach.
• Ordering/sending birthday cards and holiday gifts.

Qualifications:

• Bachelor’s degree in Business Administration, Financial Services, Finance, or a related field preferred.
• 2 years of experience in as a Client Service Associate or administrative role, preferably in a financial services environment.
• Familiar with LPL Financial, Fidelity or Charles Schwab platforms.
• Proficient in Microsoft software.
• Excellent organizational skills and attention to detail.
• Strong interpersonal and communication skills.
• Ability to multitask and prioritize effectively in a fast-paced environment.
• Knowledge of basic financial principles is a plus.
• Experience working with CRM platforms is a plus

What We Offer:

• Competitive salary and benefits package.
• Opportunity for professional growth and development.
• Collaborative and inclusive work culture.
• Hybrid work policy

How to Apply: If you are a proactive and organized individual looking to impact a fast-growing financial services company significantly, we want to hear from you! Please submit your resume and apply directly through this posting. Additionally, you may apply by sending your resume to josh@tidemarkfp.com with the subject line "Client Services Associate Application - [Your Name]."

Application Deadline: The application deadline is March 15th, 2025

Tidemark Financial Partners is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Type: Full-time

Pay: $25.00 - $43.00 per hour (depending on experience in the industry)

Expected hours: 35 – 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Profit Sharing
• Health insurance
• Paid time off
• Professional development assistance

Schedule:

• Monday to Friday

Job Type: Full-time

Pay: $65,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) 3% Match
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan

Compensation Package:

• Profit sharing

Schedule:

• Monday to Friday
• No weekends

Ability to Commute:

• San Diego, CA 92121 (Required)

Ability to Relocate:

• San Diego, CA 92121: Relocate before starting work (Preferred)

Work Location: Hybrid remote in San Diego, CA 92121

Salary : $65,000 - $90,000