What are the responsibilities and job description for the Senior Client Associate position at Virtual?
Client : Financial Services Organization
Role : Client Services Associate
Salary : $80,000 - $95,000 / annually Benefits
Salary : $100,000 eligible if a candidate has a Series 65 license
Location : ???Sausalito, CA 94965
Job Description : You will provide operational and administrative support to Client Advisors in their daily practices, developing strong relationships with clients to provide holistic and well-rounded care. This is an excellent opportunity to grow within the financial services industry while offering potential for upward mobility across various career paths. Successful candidates will have strong client service and interpersonal skills, thriving in a team environment with competing deadlines.
Key Responsibilities :
- Act as a key point of contact for client issues and concerns
- Manage account maintenance for new and existing clients, including gathering client-specific information, preparing and obtaining necessary documentation, communicating with custodians, and ensuring compliance with regulatory requirements
- Execute money transfers, help facilitate trades, and handle ad hoc client requests
- Work collaboratively with investment, accounting, and operational departments to meet clients' needs
- Generate and substantiate reports for meetings
- Gather, input, and maintain key client data in the CRM (Salesforce)
- Organize, track, and lead team projects, ensuring successful completion
Qualifications & Skills :
Why Join Us?
Salary : $80,000 - $95,000
