Client Service Associate

About Us:

Callan Capital is looking for a dynamic, collaborative, and self-starting individual to add to its growing team! Callan Capital is a boutique independent wealth management firm providing comprehensive solutions to wealthy families, endowments and foundations. Driven by a passion for providing unparalleled service, we combine expertise with a personalized approach to address the unique financial goals of our clients. Our commitment goes beyond traditional wealth management, extending to building lasting relationships based on trust, integrity, and a thorough understanding of our clients' aspirations.

Overview:

As a Client Service Associate, you will play a crucial role in supporting the delivery of top-notch service to our clients. This position involves handling client inquiries, managing administrative tasks, and collaborating with various internal departments to ensure seamless operations. If you have a passion for Client Service, attention to detail, and a desire to contribute to a dynamic wealth management environment, we encourage you to apply.

Key Responsibilities:

Client Communication:

• Serve as a primary point of contact for client inquiries, addressing requests and providing timely and accurate information.
• Foster positive client relationships through effective communication and responsiveness.

Administrative Support:

• Assist in account management, including opening new accounts, processing transactions, and maintaining client records.
• Handle routine administrative tasks to support the day-to-day operations of the Client Service department.

Problem Resolution:

• Investigate and resolve client issues in a timely and efficient manner, escalating complex matters to higher levels of management when necessary.
• Collaborate with internal teams to ensure client concerns are addressed promptly.

Documentation and Compliance:

• Maintain accurate and up-to-date client files, ensuring compliance with industry regulations and internal policies.
• Assist in the preparation of documentation related to client accounts and transactions.

Client Onboarding:

• Support the client onboarding process, ensuring a smooth transition for new clients and providing necessary guidance.
• Collaborate with team members to gather required documentation and information.

Client Education:

• Provide basic information to clients regarding financial products, services, and account features.
• Assist in organizing educational materials and resources for clients.

Qualifications

Bachelor’s Degree, preferably in finance or accounting

• Must be organized, detail-oriented and able to multitask
• Client first attitude

• High emotional intelligence
• Previous experience in a Client Service or administrative role
• Strong organizational skills with attention to detail.
• Excellent communication and interpersonal skills.
• Team player, collaborative, able to work in a small team environment
• Knowledge of financial products and basic understanding of wealth management concepts.
• Proficiency in Word, Excel, PowerPoint, Outlook
• 3 years’ experience with Salesforce or other CRM software
• 3 years of experience as a Client Service Associate with knowledge of Charles Schwab or another Broker Dealer
• 3 years’ experience with Orion or similar portfolio accounting software

Benefits:

• Competitive salary based on industry standards
• Bonus potential based on performance
• Comprehensive health and life insurance benefits
• 401(k) and profit sharing
• Hybrid work schedule
• Professional development opportunities.

If you are a proactive and client-focused individual seeking to contribute to the success of our clients and our firm, we invite you to apply for the position of Client Service Associate at Callan Capital. Join us in providing exceptional service and building lasting client relationships.

We look forward to meeting you! Apply now!

Job Type: Full-time

Pay: $75,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Compensation package:

• Bonus opportunities
• Profit sharing

Schedule:

• Monday to Friday

Application Question(s):

• Do you have knowledge of financial products and basic understanding of wealth management concepts? Please elaborate.

Education:

• Bachelor's (Required)

Experience:

• Salesforce or other CRM software: 3 years (Required)
• Client Service Associate: 3 years (Required)
• Orion or similar portfolio accounting software: 3 years (Required)

Work Location: Remote