Client Service Associate

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.

Serve as a key liaison to other operational areas supporting the Business, especially marketing. Ensuring that all KYC standards are met and materials are organized in a consistent manner. Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines Leverage your operational background and experience to contribute to a growing business Serve as primary liaison with Salesforce and associated CRM activities, including mail list management. Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation. Personal Qualities Team-oriented, respectful, high integrity, humility Self-starter, with ability to follow direction and offer perspective on new initiatives Detail focused with excellent organization skills and the ability to multi-task Excellent written, oral and listening communication skills Comfortable working in a fast-paced and deadline focused environment Skills/QualificationsBA/BS degree required 2-3 years of relevant experience Strong interest in client service management Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams Ability to navigate online custodian platforms, such as Schwab and Fidelity Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues Familiar with industry standards and regulations to suggest new processes and controls, where needed Series certifications not required, but a plus Addepar experience, a plus Highly proficient with Microsoft Office Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience