Careers at Masis Staffing Solutions

Senior Client Service Associate

San Francisco, CA

Our client is a growing wealth advisory firm focused on servicing individuals, families, and institutional clients. As a Senior Client Service Associate, you will work daily with clients, advisors, and service providers to ensure needs are met for all parties.

Senior Client Service Associate Responsibilities:

• Participating in all aspects of client setup including new client onboarding (opening accounts, transferring assets, setting up clients on internal systems)
• All ongoing maintenance of client accounts including facilitating paperwork and cashiering transactions with custodial accounts and private investments
• Collaborating with advisors to ensure client data is complete and accurate
• Employing a proactive mindset when assisting clients and advisors troubleshooting various operational issues and finding solutions in unique situations
• Responding to advisor and client requests in a timely manner and following up as needed

Senior Client Service Associate Requirements:

• Bachelor’s degree or equivalent
• Minimum of 3 years of financial services experience
• Advanced Microsoft Office skills with an emphasis on Excel
• Experience working with multiple custodians (Schwab and Fidelity a plus) and private investments
• Experience with performance reporting systems (Addepar) and CRM (Salesforce) a plus

Senior Client Service Associate Compensation:

• Competitive base salary and bonus
• Full individual healthcare and dental coverage
• Hybrid work schedule (3 days in the office)
• 15 days paid time off (increases with tenure); 10 firm holidays
• Participation in company’s 401(k) after 1 year of service with generous firm contributions (3-5% of compensation)