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Registered Client Service Associate

Company: Continuum Advantage LLC
Location: Walnut Creek
Posted on: May 25, 2023

Job Description:

BPGE Capital Management, LLC, located in Walnut Creek, CA, is actively seeking an experienced Client Service Associate (CSA) to join their expert team as they launch their independent practice.The CSA position is a customer service orientated role that empowers you to make a difference in the lives of the clients you work with. This position will focus on enhancing the overall client experience by providing unparalleled customer service, while also providing administrative and operational support to the firm. The ideal candidate is detail-oriented, organized, and efficient with a dedicated focus on client relationships and support.The CSA will work alongside 5 Financial Advisors who, together, have over 120 years of Financial Advisory experience. Their team is flexible, family-oriented, functions with high integrity, and are always doing the best for their clients. If this opportunity and team dynamic aligns with what you are looking for in your next position, we encourage you to apply!Essential Duties and ResponsibilitiesServe as one of the front office leads, including welcoming clients and visitors to the office; responsible for ensuring all client needs are promptly and accurately addressedPolitely answer telephone calls; address calls as appropriate or take detailed messages as neededResponsible for accurately answering initial questions from prospective or new clientsReview and respond to all electronic correspondence; promptly address issues and concerns with professionalism and attention to resolutionResponsible for all new account setups, ensuring all documentation is filled out correctly, and proactively address and follow-through on client service requestsAssist with client meeting preparationEstablish and maintain client files to meet regulatory and compliance requirements, create and produce reports & databases for maintaining files and record keepingPrepare deposits and scan incoming checks; process receipt of physical security certificates; maintain Time Stamp log; create and accurately process ACH's and money transfers, journal entries, payments via check to outside vendorsRequired QualificationsBachelor or Associates degree preferred3+ years of experience as a Client Service Associate requiredFINRA Series 7 license required, Series 66 and insurance license preferredDesired TraitsExcellent oral, written, and interpersonal communication skillsDisplays a genuine interest in working with people, friendly to all clients and members of the teamEncompasses a high level of organization and attention to detail; always completing tasks in timely and accurate mannerPossesses strong work ethics, morals, and integrityEnergetic, eager to learn, and a team player; self-motivated with ability to work both independently and under directionBenefitsCompetitive CompensationLeading benefits package to include Medical, Dental, and Vision401(k) with 6% company matchPaid holidays as observed by the NYSEPotential for profit sharingGenerous PTO and flexible work environmentWe use Paycor Recruiting and communicate through their systems. At times, your email may block our communications. Please be sure to check your SPAM or PROMOTIONS inbox so that you do not miss critical information about our process, including scheduling.

Keywords: Continuum Advantage LLC, Walnut Creek , Registered Client Service Associate, Other , Walnut Creek, California

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