What we are looking for -

We are always looking to add STAR client service professionals to our dynamic and growing Client Service Operations Team as an Associate. The Associate works in a team setting to assist our Wealth Managers in responding to client needs and requests. 

This position has significant direct contact with our clients and requires superb and highly polished client service skills. (So if excellent client service is not your thing – this probably isn’t the job for you.)

You will -

• Answer a high volume of requests from clients and Wealth Managers in a timely and professional manner
• Be part of a team of 3-5 people monitoring a joint email inbox and Business Process workflow queue throughout the day
• Show initiative and take ownership of each task from start to finish
• Communicate effectively in a positive manner to your teammates in person, through instant messaging, and emails throughout the day

• Establish appropriate accounts for new and existing clients and process account/asset transfers from various custodians
• Assist in general client account maintenance such as cash needs, address changes, and adding additional account features

• Generate and review quarterly performance reports, tax reports, and investment management fee bills, ensuring timely processing of each
• Build and maintain relationships with clients and Wealth Managers across the firm
• Trouble shoot and use your skills to problem solve complex issues internally and with custodians
• Become a subject matter expert on Client Service Operations policies and procedures
• Maintain client documents and records in accordance with compliance policies including filing hardcopies and/or scanning of documents.

• Other duties as assigned.

You are – 

• An EXCELLENT communicator (you can write, you can talk, you can make your needs and the needs of our client understood clearly and professionally) 
• HIGHLY organized and can take on multiple tasks at the same time
• A PRO in Word and Excel. (If you have knowledge of and/or experience with Black Diamond, Salesforce and iRebal – we’ll like you even more!)
• EXTREMELY detail oriented, with a high degree of accuracy (you LIVE for the details!)
• A TEAM PLAYER who will mentor and help others on your team
• GENUINELY care about serving and caring for other people

We want -

• Bachelor’s Degree or equivalent experience in business, accounting, finance, economics or related field.
• At least one year of working in financial services and/or an investment management firm a plus.
• High level of proficiency in Word and Excel. Black Diamond, Salesforce and other applications helpful.

We offer – 

• Collaborative fun environment
• 401(k) with company match
• Bonus program
• Competitive company contribution to medical benefits
• Flexible work arrangements
• Continuing education assistance program

We are – 

ASPIRIANT is a leading independent wealth management firm. 

We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.

To Apply

Applicants should go to www.aspiriant.com, select the ‘Careers’ link in the footer search for open positions in San Francisco. From there attach a cover letter and resume for consideration. 

Aspiriant is an Equal Opportunity Employer, and is in compliance with San Francisco’s “Fair Chance Ordinance” (FCO).

www.aspiriant.com

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.