Client Service Associate

Firm Description

Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach that provides integrated financial planning and investment management to individuals and families.  Our firm culture and core values are based on being thoughtful and caring, doing what is right, working together to find solutions, and constantly seeking to learn, grow, and improve. We pride ourselves on being a team of authentic, dependable, dedicated, and thoughtful individuals. We are currently seeking to add another member to our exceptional team.

Organization Structure

  • Member of Client Service Department
  • Reports to Office Manager
  • Full-time position

Job Summary

The Client Service Associate position entails a wide variety of responsibilities and skills, including administrative, client service, and advisor support. The ideal candidate will have a proven track record of delivering exceptional client service, a positive attitude and a strong willingness to take ownership of important firm responsibilities.

Duties and Responsibilities

  • Prepare and process account forms, execute asset transfers, and assist clients in completing firm and custodian paperwork
  • Serve as the main point of contact for custodians for cashiering, deposits and withdrawals, custodian alerts, cost basis reconciliation, and other client needs
  • Manage client information – prepare client reports, submit and follow up on necessary paperwork, and regularly update CRM database
  • Deliver exceptional client service and serve as a liaison between advisors and clients, as needed
  • Respond to miscellaneous requests from clients, advisors, and custodians
  • Assist in developing systems and procedures to improve the Client Service Department
  • Provide support on special projects, as needed
  • Assist with administrative duties, including scheduling appointments, scanning, copying, and printing reports
  • Contribute to a professional and energetic work environment

Requirements and Qualifications

  • Client first attitude
  • Personable, responsive, engaging
  • Highly organized, with keen ability to prioritize and multi-task
  • Attention to detail and good problem-solving skills
  • Excellent written and verbal communication skills
  • Mature, self-starter, willing to take complete ownership of responsibilities from start to finish
  • Ability to work independently in a high energy, dynamic environment, often on several simultaneous tasks for multiple parties
  • Team player, collaborative attitude
  • Strong computer skills; high degree of proficiency with Word, Excel, Outlook and CRM software (Salesforce)
  • Strong aptitude to learn and able to quickly and effectively utilize new software
  • 4 year college degree (Required)
  • Experience in financial services industry (Preferred)

Salary and Benefits

  • Compensation will be commensurate with skills and experience
  • 15 days paid vacation plus sick time
  • Paid holidays
  • 401k plan
  • Health insurance benefits
  • Non-exempt position

Who should apply

This position can be a great start to a career in financial planning, providing front-line operational experience that is critical to understanding the nuts and bolts of both personal financial management and the innerworkings of a financial planning business.

If you are a thoughtful, detailed, collaborative, friendly, easy-going individual, are passionate about providing high quality service committed to contributing as a team member, and this position sounds interesting to you, please send your resume and cover letter and include the following:

  • Why you are a good fit for our firm and position
  • How you can contribute
  • Provide examples of anything that highlights you or your work

Applications

Qualified applicants should submit a cover letter and resume to careers@bfadvisors.com. No phone calls please.

For more information about our firm, please visit our website: www.bfadvisors.com