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Client Services Assistant - Up to $44K -

AppleOne San Diego Full-Time
$44,000.00/ year
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Growing Wealth Management Firm is seeking a highly motivated, detail oriented, and experienced Client Service Assistant to join our team. The successful candidate will possess exceptional attention to detail, as well as a strong command of the English language with emphasis on writing, grammar, and punctuation. The Client Service Assistant is expected to make a direct impact to the business by providing administrative support in onboarding clients, handling client correspondence and managing client data entry duties, in support of the Client Service team. We are a team of authentic, humble, passionate, reliable, dedicated, and compassionate individuals. Our goal is to find and reward great people that support our collaborative work environment. Our passion for providing industry-leading service to our clients is what drives us. We are looking for team members that can make us even better. If you are looking for a company that offers a competitive salary, as well as a comprehensive benefits package and profit sharing plan then this is the job for you. JOB RESPONSIBILITIES: •Primarily supports the Client Service Specialist team in assisting with the administrative duties of onboarding new clients: scanning of documents and forms, creating internal workflows and following up on outstanding items requiring attention •Provide superior internal service by anticipating needs, managing expectations and delivering quality results in a timely manner •Correspondence: proofread, edit and send correspondence, including mail merge documents using existing templates, and creating new ones. Expert MS-Word skills required •Primary point person in the creation and monitoring of electronic signature documents •Utilize custodian system to deposit checks •Review daily reports and alerts to ensure data integrity •Monitor and process outgoing and incoming mail; internal team mail distribution. •Work with CRM client database, including data entry. •Perform monthly reconciliation of custodian statements with internal portfolio accounting system •Participate in quarterly and annual reporting processes •Other duties and projects as assigned We are looking to fill this position as soon as possible. Submit your resume today for consideration We are an equal employment opportunity employer and will consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, age (40 and over), gender identity, national origin, protected veteran status, disability or any other protected classification under federal and state law.
, , , , BA/BS degree required. 2 to 3 years of experience working in a office or Administrative Role Proficient in all MS Office applications, particularly Word, Excel, and Outlook

Skills required

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Job ID: mb - Client Services.135160

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Since 1964

On a journey around the world during the early 1960s, Bernard "Bernie" Howroyd had to work odd jobs in order to pay his way forward—selling encyclopedias in Australia to chocolates in Canada. Through these varied encounters, an incredible insight started to form in young Bernie’s mind: “No matter where people are from, no matter what language they speak, everyone deserves to be heard and respected.” Inspired and driven by this realization, he took that insight and started AppleOne Employment Services in Los Angeles in 1964.


Hiring Made Human

We at AppleOne have one true belief. We believe in people. Since 1964, we have connected the best people, their talents, skills, career goals, and aspirations with the best companies. We are "Career Gurus." We are "People-People." Let us introduce you!

AppleOne is part of the ActOne Family of Companies. Across our company groups—A-Check Global, AgileOne, and ATIMS—we are able to provide comprehensive services and technologies to our enterprise partners. Our integrity and quality of service is recognized by our ISO-9001:2008, IMAGE, and WMBE Certifications.

We have serviced Federal government over the years (including direct with FEMA). We are DCAA compliant. Recently, we formed a new corporation (ActOne Government Solutions, Inc.) specifically to service Federal government contracts.

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