Client Service Associate

Job Description – Client Service Associate

We are seeking a Client Service Associate for our boutique, fee-based wealth management firm with offices in Walnut Creek, CA and Richardson, TX. We provide our clients A Better Personal Approachand your role is integral to our success. The ideal candidate is one who is ready to grow with an established firm and work in our team-oriented and collaborative environment. You will be the most frequent point of contact with our clients and be responsible for building durable, lasting relationships. You’ll also have the opportunity to advance into new roles and grow with our firm. Add language about equal opportunity employer

Position Highlights

You will work with experienced wealth managers, seasoned client service staff, and outside professionals (Attorneys, CPA’s, lenders) to provide advisory support and simplify the client experience. Key responsibilities include scheduling client meetings, preparing agendas and reports, onboarding clients and manage client service requests.

Specific areas of Focus include

· Work with our diverse client base, leading onboarding and maintenance activities for new and existing clients

· Manage client service requests and account maintenance

· Drive effectiveness and efficiency in the practice

· Assist our partners and client service professionals in enhancing our clients’ experience

Qualifications

· B.A. or B.S. degree preferable but not required

· Strong analytical skills and the ability to solve complex problems

· Excellent verbal and written communication skills

· Self-starter, productive, works well with a team and independently

· Word, Excel and PowerPoint a must; client contact and financial planning tools a plus

· Experience in financial planning firm and/or law firm a plus

· Please submit a cover letter along with your resume to apply

Three Oaks Advisory Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

Job Type: Full-time

Pay: $55,000.00 – $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Paid training
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay

COVID-19 considerations:
Client meetings are now mostly virtual and our team splits time between the office and working remotely.

Ability to commute/relocate:

• Walnut Creek, CA 94596: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location