Job Details

Headquartered in San Francisco, we are looking for someone hybrid out of our Sausalito location! We are a large financial consulting firm that has been in business for over 15 years! We specialize in RIA and focus on all things finance! We have a lot of energy and excitement in our firm and pride ourselves on our culture here. We all work as a team/family and strive to keep it that way!

Position Overview
We are seeking a dedicated and experienced Senior Client Service Associate to join our team in a hybrid role. The ideal candidate will be responsible for ensuring high-quality service delivery and fostering strong relationships with clients, while also supporting the internal team to enhance client satisfaction and retention.

Key Responsibilities

• Serve as the primary point of contact for clients, addressing inquiries and resolving issues in a timely manner.
• Manage client relationships to ensure satisfaction and retention, providing personalized service as needed.
• Collaborate with internal teams to streamline processes and improve service delivery.
• Perform data entry and maintain accurate client records in CRM software.
• Develop and implement strategies for client retention and account management.
• Utilize Microsoft Office Suite to prepare reports and presentations for clients and management.
• Participate in training and mentoring junior team members to enhance overall team performance.

• Bachelor's degree in Business, Finance, or a related field.
• Minimum of 3 years of experience in client service or customer support roles, preferably in the financial services industry.
• Strong problem-solving skills and the ability to think critically.
• Excellent communication skills, both written and verbal, with a strong emphasis on relationship management.
• Demonstrated ability to work effectively in a team environment and collaborate with cross-functional teams.
• Proficient in Microsoft Office Suite and CRM software; experience with data entry and client management systems is a plus.
• Strong organizational and time management skills, with the ability to prioritize tasks effectively.