Client Service Associate

Company: Leading Financial Advisory Firm
Location: Santa Cruz
Posted on: January 9, 2022

Job Description:

Natural Bridges Financial Advisors ( (is seeking a Client Service Associate for our fee-only financial planning firm in Santa Cruz, CA. We believe that success is a life experience, not just a number on a bank statement, and we think financial planning should reflect those values. We strive to have our clients live the best life they can with the money they have. Learn more about our Financial Life Planning philosophy at this link (This position is full time.Duties and Responsibilities include:Financial Planning and Client ServiceGather, review, process and input client data, including tax preparation softwarePrepare client meeting agendas, notes, and documents needed for client meetingsAssist in the maintenance of the firm's CRM and workflow software Redtail and HublyMake recommendations for improving workflows and firm systemsProcess meeting notes, update contact management database, and assign and execute follow-up tasksProcess funds requests, account applications, account transfers and any other client/account related tasks neededHandle client issues and requestsAssist in the maintenance of the firm document management system - ShareFileProvide administrative support to the firms AdvisorsCoordinate client meeting scheduling, including in-person and video meetingsAssist where needed we are a small team, and we all wear multiple hatsOffice ManagementGreet clients and answer phonesAssist in purchasing; keeping office equipment, supplies and client materials up to datePosition Requirements:1 year of experience in a professional office. Experience in a financial advisory firm is a plus, but not requiredWindows and Microsoft Office skills and ability to master new softwareExcellent administrative writing and verbal communication skillsAbility to work independently as well as within a team and prioritize tasks appropriatelyAbility to manage your own timeHigh attention to detailExcellent client service and relationship management skillsSalary and BenefitsSalary will be $50,000 - $60,000 based on experience, a healthcare stipend, 401(k) with matching contributions, and bonus (up to 10% of salary).The ProcessQualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments. A background and credit check will be required.We are an Equal Opportunity Employer.

Keywords: Leading Financial Advisory Firm, Santa Cruz , Client Service Associate, Other , Santa Cruz, California