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Client Services Associate in Financial Services - Admin/Operations At EH Shum Financial Solutions

Location: Burlingame, California

Job Description

To be part of an establish financial planning practice with over 35 + years experience. Help conduct the smooth operation of a fast paced and friendly firm.

The Client Service Associate will be the single point of contact for all daily operational and servicing needs.

Ideal candidates must have exceptional organizational skills required - this priority cannot be overstated. Additionally, associate must be able to multi task, track various projects and initiatives simultaneously, anticipate additional needs and/or follow-on steps for client or partner requests have strong communication and Excel skills, and have a polished, professional, client-focused attitude.

Must have financial industry experience processing distribution request, RMDs, transfer and rollover of retirement accounts, and opening financial and insurance related investments.

Interested candidates should send a cover letter and salary expectations along with resume.

Duties and Responsibilities

Preferred Experience:

THIS IS FULL TIME POSITION WITH PROBATIONARY PERIOD OF 3 MONTHS. This is a fulltime position Monday through Friday 9:00 am to 6:00 pm. We are hiring immediately

Competitive salary depending on experience. Investment background is desired.

Please email your cover letter and resume via PDF or Word attachment if you feel you qualify for this position.

Job Type: Full-time

Salary: $50,000.00 to $95,000.00 /year

Experience:

Education:

Location:

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Additional Compensation:

Work Location:

Billing cycle:

Sales environment(s):

Onboarding time: