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Sr. Client Service Associate
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$75,000 - $85,000 a year
Full-time
- We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach.
- Our InConcert Napa Valley Team (ICNV) Team has an excellent opportunity for a Senior Client Service Associate based out of our other Walnut Creek, CA or our El Cerrito, CA office.
- Establish oneself as the main point of contact for designated client roster and serve as the “air-traffic controller” for all communications incoming and outgoing (phone/email/etc.)
- As a strategic partner, you ensure the advisor is well-prepared and informed for all client meetings/calls, anticipate client/advisor needs, take a proactive and solutions-driven approach to any issues that may arise, guarantee that the advisor is provided client-related detail/data to aid in client happiness and long-term relationship building.
- Hungry to be part of a highly-engaged and highly-functioning ICNV Team; actively contribute to galvanizing the team and reinforcing the culture of high team engagement, betterment, and growth and embrace/pursue leadership opportunities.
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