Exceptional organizational skills and attention to detail
Ability to think critically and anticipate issues
Good verbal and communication skills
Strong relationship-building skills both inside and outside the organization
Ability to work in a fast-paced, high-volume environment
Experience with Salesforce is a plus
'No task is too small' mentality
Bachelor's degree is required
Responsibilities
Support the Partners with operational functions like money movement and account maintenance
Prepare for client and prospect meetings
Handle trades on behalf of clients
Assist clients with their servicing needs
Research client inquiries and manage follow-up communication
Construct performance and asset allocation reports
Collaborate with team members for exceptional customer service
Benefits
Employee-owned culture that promotes connection and collaboration
Opportunities for upward mobility within the firm
Incentives for leadership, initiative, and innovative thinking
Structured evaluation process for career advancement
Meritocratic environment that values contributions and performance
Full Job Description
The Role
We are looking for a motivated professional to join our San Francisco-based team as a Senior Associate. This person will be required to work out of our Foster City office as needed.This role will work closely with the rest of the team to manage important elements of the client relationship.Flexible start time of 6-7:30 am. Expectation is ~10-12-hours per day, resulting in ~50-60 hours per week subject to business needs If you are looking to make an impact on a thriving business, want upward mobility within a firm, want to challenge yourself and be a part of a high-performing team, this role may be the one for you.Duties and responsibilities include, but are not limited to:
Support the Partners and their team by providing operational functions such as:
Money movement (i.e. wire and journals)
Account creation and maintenance
Client and prospect meeting preparation
Placing trades on behalf of client
Interact with clients supporting all aspects of their servicing needs
Researching client inquiries and managing the follow-up communication
Construct client performance and asset allocation reports
Collaborate with team members to provide exceptional customer service and devise customized financial strategies for existing/prospective clients
Participate in client meetings to speak to the operational aspects of the business (take on more investment related piece over time)
Qualifications
2+ years of relevant work experience
Deep curiosity about the financial markets
Exceptional organizational skills and attention to detail
Ability to think critically and anticipate issues
Good verbal and communications skills
Good relationship buildings skills both inside and outside of the organization
Ability to work in a fast paced, high-volume, high-pressure environment
Experience with Salesforce is a plus
"No task is too small" mentality
Bachelor's degree is required
Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $95,000-$130,000, depending on skills and experience.
