Director of Client Services - Wealth Management

Danville CA

30 September, 2020

7:58 PM

Description

Local financial planning firm is seeking a professional, refined, friendly, and bright Director of Client Services. We are looking for someone with excellent interpersonal skills, extraordinary client service attitude, phone skills, professionalism, confidence, and a genuine interest in people. This position plays an important role in setting the tone for the practice and making sure clients and prospects have a positive experience and maintain our exceptional culture of integrity and relationship building. Responsibilities & Activities: • Handle inbound phone calls, oversee calendar management to coordinate business appointments, conference calls and travel • Make clients and prospects feel comfortable when they visit the office, greet and handle other visitors/vendors, reject solicitors • Process all new business including investment and insurance accounts• Interface with compliance department and assist clients with all financial transaction requests• Assist with database management, coordinate client financial plan reviews and run asset allocation models for investment portfolio review • Assist with preparing and/or processing paperwork and correspondence • General office tasks such as copying, scanning, sorting, and organization • Assist in maintaining orderly, clean, and efficient office • Assist in other tasks and projects as assigned• Sort and distribute mail, handle vendor relations, order and maintain office supplies, management of sales material inventory Knowledge, Skills, and Abilities: • Redtail CRM and eMoney experience a plus• Financial licenses a plus but, not required • Attention to detail and accuracy in work, ability to work fast and meet deadlines • Professional demeanor and appearance • Interpersonal skills; able to effectively and professionally interact with others • Excellent written and verbal communication; via phone, email, in person, etc. • Excellent and proactive organizational and time management skills • Ability to multi task efficiently, work independently, manage workload, take a proactive approach to problems • Proficient in MS Word, Excel, and PowerPoint and general computer skills Our office is located in San Ramon. Currently, we are searching for a part time or full-time candidate; salary will depend on experience and qualifications. Benefits may be included after a probationary period. Must submit to fingerprinting and pass a background check. Please submit resume and cover letter via email; to [email protected]