What are the responsibilities and job description for the Financial Client Service Associate position at Van Hulzen Financial Advisors?
Van Hulzen Financial Advisors is seeking an experienced Client Services Associate to join our elite team in our beautiful Town Center office in El Dorado Hills.
Our firm provides financial advisory services uniquely tailored to the individual and family and investment management services with a level of research and insight uncommon in an independent firm. We develop a personal relationship with our clients to assist them in discovering the personal and compelling reasons to make small sacrifices today to prepare for tomorrow. For us, it is about discovering purpose and crafting a financial strategy that allows our clients to live out their dreams.
If you are seeking a new career opportunity with growth opportunity in the financial sector, where you will have the opportunity to create close relationships with clients and play an integral role in safeguarding the things that matter to clients, then we look forward to meeting with you.
What Makes Our Team Unique?
We treat our team like family and have assembled an all-star group of professionals that know how to balance work and fun! To us, culture is everything and we deliver a welcoming and comfortable environment for our staff and clients. We place an emphasis on training so each new team member is positioned to be a success. We work with each staff member to understand strengths and passions and chart a course for growth and development…there are no dead-end job opportunities here! The client service associate role has multiple tiers and salary levels corresponding to increased capability and experience as the professionals in this role progress over time.
Our Compensation Package shows how much we value our team!
Location: El Dorado Hills, CA
Schedule: Monday – Friday 8:00 AM to 4:30 PM (potential for some flexibility)
Some weekend or after-hours work may be infrequently requested.
Job Overview:
The client service role is an integral part of the client experience. This role works closely with assigned advisors to support all aspects of their work. A client service team member must be able to listen, understand, and communicate with clients on their direct needs. Typically, this involves answering phones, responding to emails, executing client requests, and knowing who is best-suited to answer client requests. Client requests often involve initiating money movements, client account paperwork, preparing reports, supporting advisor tasks, and working with custodians to resolve issues.
This role will also blend in some administrative office duties; answering phones, distributing mail, and other office management tasks as needed.
The candidate who will excel in this role in someone who takes genuine satisfaction from supporting others and putting them in a position to succeed, who wants to be on a team and work interdependently with teammates, who naturally volunteers to help when something needs doing, who can learn new systems and processes quickly, and who feels a sense of accomplishment from completing a daily list of tasks.
Position Requirements:
We look forward to receiving your resume and getting to know you!
Our firm provides financial advisory services uniquely tailored to the individual and family and investment management services with a level of research and insight uncommon in an independent firm. We develop a personal relationship with our clients to assist them in discovering the personal and compelling reasons to make small sacrifices today to prepare for tomorrow. For us, it is about discovering purpose and crafting a financial strategy that allows our clients to live out their dreams.
If you are seeking a new career opportunity with growth opportunity in the financial sector, where you will have the opportunity to create close relationships with clients and play an integral role in safeguarding the things that matter to clients, then we look forward to meeting with you.
What Makes Our Team Unique?
We treat our team like family and have assembled an all-star group of professionals that know how to balance work and fun! To us, culture is everything and we deliver a welcoming and comfortable environment for our staff and clients. We place an emphasis on training so each new team member is positioned to be a success. We work with each staff member to understand strengths and passions and chart a course for growth and development…there are no dead-end job opportunities here! The client service associate role has multiple tiers and salary levels corresponding to increased capability and experience as the professionals in this role progress over time.
Our Compensation Package shows how much we value our team!
- $55,000 - $70,000 depending on experience plus annual bonus
- Medical and Dental benefits with large company match
- 401k program with company match
- Generous paid time off policy
Location: El Dorado Hills, CA
Schedule: Monday – Friday 8:00 AM to 4:30 PM (potential for some flexibility)
Some weekend or after-hours work may be infrequently requested.
Job Overview:
The client service role is an integral part of the client experience. This role works closely with assigned advisors to support all aspects of their work. A client service team member must be able to listen, understand, and communicate with clients on their direct needs. Typically, this involves answering phones, responding to emails, executing client requests, and knowing who is best-suited to answer client requests. Client requests often involve initiating money movements, client account paperwork, preparing reports, supporting advisor tasks, and working with custodians to resolve issues.
This role will also blend in some administrative office duties; answering phones, distributing mail, and other office management tasks as needed.
The candidate who will excel in this role in someone who takes genuine satisfaction from supporting others and putting them in a position to succeed, who wants to be on a team and work interdependently with teammates, who naturally volunteers to help when something needs doing, who can learn new systems and processes quickly, and who feels a sense of accomplishment from completing a daily list of tasks.
Position Requirements:
- Bachelor’s degree in Finance or related degree preferred
- Minimum of 2 years in a similar client service role preferred
- Microsoft Office expert and easily adaptable to new technology
- Working knowledge of Client Relationship Management (CRM) software is a huge plus
- Highly proficient skills with a PC operating system with general knowledge of office hardware and software
- Strong attention to detail and ability to produce consistently error free documents and transaction paperwork
- Outstanding communication skills both over the phone and via written communications
- A true team player with the ability to be a leader and a follower
- Clean criminal and regulatory record: able to pass background check
We look forward to receiving your resume and getting to know you!
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Salary : $55,000 - $70,000