Client Service Specialist (Hybrid)

NFP Corp.

Location: San Rafael, California

Job Type: Full time

Posted


Who We Are

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Summary of Role:

As a member of the client service team, this role primarily supports the Advisors in all aspects of servicing our clients and is an integral part of our team. This is an administrative position reporting directly to the VP of Client Services. This position requires attention to detail, strong organizational skills, and a pro-active attitude to successfully manage client-focused and operational activities, as well as working effectively with all employees at Wealthspire. Our team believes in a culture of transparency, collaboration, and accountability.

Essential Duties and Responsibilities:

  • Develop and maintain strong relationships with clients, Advisors and other team members across the firm
  • Fulfill on-going client requests
  • Assist clients in a timely and accurate manner, striving to exceed client expectations
  • Compose professional letters and emails to clients
  • Assist Advisors with fulfilling client requests, always looking for ways to better support Advisors
  • Work effectively with employees in different locations utilizing various methods of communication
  • Manage a paperless office
  • Complete account paperwork for clients, utilizing electronic methods whenever possible
  • Input and update accurate client information in all systems
  • Maintain and update client service procedures
  • Take ownership, as appropriate, of certain daily functions within client services
  • Answer phones and other general administrative duties as needed
  • Front desk backup – meet and greet clients, set up/breakdown conference rooms for meetings

Knowledge, Skills, and/or Abilities:

  • Proficient with in-house office systems - Client Relationship Management and Document Management Systems (e.g., Salesforce, Box, DocuSign, ShareFile, Zoom, Teams)
  • Excellent computer skills with Microsoft Office® Suite
  • Numerical accuracy and attention to detail are a must
  • Ability to prioritize tasks and work in a team environment
  • Desire to learn, be resourceful, and think outside the box
  • Professional appearance and manner
  • Strong written and verbal communication skills
  • Continuously exhibit personal integrity, professional initiative, and a personable attitude.

Education and/or Experience:

  • Bachelor’s degree preferred
  • At least two years of directly related industry experience

Career Path

Through experience and performance may be promoted to other functional areas depending on interest and aptitude

Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

  • Equal Opportunity:We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
  • Culture Add Over Culture Fit:Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
  • Inclusive Excellence:We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer

NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $50,000 – $95,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.