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Financial Client Services Specialist $46K -

AppleOne San Diego Full-Time
$46,000.00/ year
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Wealth Management firm is seeking a highly motivated, detail oriented, and experienced Client Service Specialist 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 onboarding clients, working with Lead Advisors to support the needs of our clients, and acting as a liaison with our custodian, always delivering superior customer service. 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! Job Responsibilities: •Manage the end-to-end basics of onboarding new clients: prepare custodial paperwork to facilitate initial account investment, establish accounts with custodian, and reconcile holdings and cost basis on new and transferred accounts •Provide superior internal and external client service by learning to anticipate client needs, manage expectations and deliver quality product in a timely manner •As requested by the Lead Advisor, provide client support by data gathering, acting as the liaison between the custodian and the Lead Advisor, and being well versed in all custodian offerings. •Perform general administrative support to Lead Advisors, including templated correspondence, scanning investment statements, reports generation, trade confirmation reconciliation, and other paperwork. •Provide elementary technical support for the Lead Advisor, including data gathering, modeling and case design support, presentation development, etc. •Maintain client accounts, records, and systems in accordance with firm standards •Perform daily reconciliation of internal accounting system with custodians •Research and resolve client inquiries in a timely manner; escalate more complex issues to more senior staff or supervisor •Review daily reports and alerts to ensure data integrity •Educate clients on account services and capabilities, participate in client onboarding, including review of account materials for signature and digital concierge •Participate in quarterly and annual reporting processes •Other duties and projects as assigned Qualifications and Requirements: •BA/BS degree required •Minimum one (1) to three (3) years work experience in Financial Services; working knowledge of operations in a Registered Investment Adviser (RIA) firm highly preferred •Experience with Schwab Web and Schwab Institutional, Tamarac, and Salesforce CRM, a plus •Excellent written and oral communication skills required, including spelling, grammar, punctuation, and business writing •Proficient in all MS Office applications, particularly Word, Excel, and Outlook •Professional, personable, tactful, efficient, and self-motivated. •Strong interpersonal skills and sense of teamwork valued. •Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required. •Entrepreneurial-minded approach to business; small/midsize company experience preferred. •Strong written and verbal communications skills. Firm offers generous benefits. 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.
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Skills required

Business Development
Business Acumen
Value (Economy)
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Job ID: MB-Client Services S.136036


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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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