Client Services Representative -- San Francisco


Our client is in need of a Client Services Representative who will work closely with their Financial Advising team. This client-facing opportunity is both exciting and challenging. The ideal Client Services Representative will provide all aspects of client servicing while both expanding his or her current set of skills and providing unparalleled involvement with each aspect of the wealth management industry. Our client will sponsor required series 7 & 63 licenses.

Job Qualifications:

  • Bachelor’s degree in business, finance or economics
  • 1-2 years of industry experience with series 7 and 63 desired OR college graduate with a strong GPA and relevant internships with proven accomplishments will be considered
  • Leadership experience
  • Ability to build and maintain internal and external relationships
  • Strong verbal and written communication skills
    • Both internal and external communication as this is a client-facing role
  • Strong verbal and written analytical skills
  • Detail-oriented in a fast paced environment
  • Ability to multitask and work under pressure
  • Microsoft Word and Excel proficiency
  • Team-player mentality

Job Description:

A Client Service Representative will support the Financial Advising Team. Specific position responsibilities may include:

  • Hands-on experience working closely with clients in all aspects of client servicing
  • Partner with Financial Advisors to both build their business and provide service and support functions
  • Analyzing financial information obtained from clients/prospects to determine strategies for achieving their investment objectives
  • Take part of a team environment working toward a common goal of providing exceptional client service
  • Interact and network with senior professionals throughout the firm to fuel your career success

Training Program:

The Client Service Representative will participate in a comprehensive and vigorous three-year training program. This program is designed to prepare said Client Service Representative for success in the Associate role as well as future career endeavors. The training curriculum will be delivered in both a formal classroom setting and on the job. The program may cover the following:

  • In-depth knowledge of the industry, as well as proprietary products, services, policies and procedures
  • Advanced knowledge of wealth planning analytics, investment management philosophies and financial management strategies
  • Management of the client experience through client service excellence and sales training
  • Behavioral training geared towards development of leadership skills and professional soft skills
  • Career management, one-on-one coaching and specialized skills training to achieve success beyond the Associate role