Company Description

Based in Fresno, California, Thiesen Dueker Financial Consulting Group is a leading provider of Financial Services in both the Central Valley and throughout the state of California.

We partner with a range of clientele from individuals, non-profit organizations, and businesses to provide best-in-class financial services including investment management, comprehensive financial planning, and the administration of company retirement plans.

With a footprint spanning over eight offices throughout the state, Thiesen Dueker provides ample opportunities for professionals looking to launch or continue their career in the Financial Services industry.

Job Description

An individual in the Client Service Associate role will be primarily responsible for supporting our team of Financial Advisors through the execution of administrative tasks and management of client communication.

This position involves working with Advisors to handle incoming client requests, process documents necessary for the management of investment accounts, coordinating client service needs with team members, and proactively reaching out to clients to forge relationships.

A qualified applicant must have exceptional interpersonal skills alongside strong verbal and written communication abilities. They must be organized, deadline driven, and technologically adept to efficiently navigate the administrative requirements of the role. Finally, this individual must be reliable, goal-oriented, and able to work well in a self-directed and collaborative environment.

Responsibilities

• Handle all requests from clients pertaining to account administration
• Conduct outreach to establish and maintain good rapport with clients
• Prepare all account paperwork and check pending account maintenance items
• Maintain current client information in all existing databases (CRM)
• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, and file & calendar maintenance
• Continue to develop technical knowledge and expertise
• Continually evaluate day to day activities for process improvement opportunities
• Document client interactions when necessary, compiling documents and forwarding information to interested parties
• Perform other ad-hoc duties as assigned by Financial Advisors

Skills

• Organized with strong attention to detail
• Excellent verbal and written communication skills
• Strong analytical and interpersonal skills
• Ability to explain complex concepts in a clear, simple manner to clients
• Passionate about working with a team and helping others
• Ability to juggle multiple projects simultaneously
• Ability to learn new concepts and software systems quickly
• Intermediate to advanced knowledge of Microsoft office
• Experience with Salesforce a plus

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Application Question(s):

• Please provide days and time ranges that work best to schedule an interview.

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 2 years (Preferred)
• Financial Services: 1 year (Preferred)

Work Location: In person