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Client Relations Specialist
Job Opportunity at
Career Consultants, LLC
Posted on Aug 10
San Francisco, CA
This is an amazing opportunity to work for a Private Investment Office. The Client Relations Specialist will assist the Senior Director and Client Relations Manager with the provision of services related to banking, insurance, charitable giving, reporting and analysis and other client relations activities.
This is a true analytical “Jack-of-all-Trades” position. In summary you will respond to high-volume client requests. Review/coordinate/track payments and invoices. Assist in managing insurance policies. Monitor client credit reports. Assist with Foundations by tracking donations, drafting gifting letters, prepare investment performance reports. Monitor political contribution filings. Use client financial and investment data to prepare schedules and analyses. Review reports. Perform administrative duties such as; establishing utility and other accounts, arrange background checks for domestic employees, establish payroll and medical/dental insurance coverage. Monitor political contributions.
This is just a summary and as you can see it is a quite a variety of responsibilities. This is a very analytical position so a background in Tax would be a huge plus. You must also enjoy the administrative aspect of the job.
Minimum BA/BS with a preference for an emphasis in coursework in Finance, Business, or Accounting.
Minimum 2 years of experience in the Financial Services industry or in a Family Office environment or a recent college graduate with relevant internships.
Fluency with the MS Office Suite, including strong MS Excel skills.
Experience with Salesforce or other contact management (CRM) tools a plus.
Ability to read, analyze and interpret financial reports and legal documents.
If you have a background in Tax – it would be a PLUS and highly desired.
Must be client-focused and able to research and respond to inquiries or questions from clients in a thorough and highly professional manner.
Must be detail-oriented and possess strong organizational skills.
Independent judgement to solve complex problems, triage competing priorities, and carry out assigned responsibilities.
Natural inclination toward process improvement, controls, and standardization of processes. Ability to use judgement to consistently look for any ways to improve processes, and comfortable with providing recommendations for improvement.
Ability to maintain strict client confidentiality.
Must have strong interpersonal skills evidenced in both verbal and written communications, as well as excellent listening skills.
Possess strong collaboration skills and enjoy working as a part of team to provide the highest quality of service.
Comfort with and strong inclination to reach out and follow-up on inquiries with internal and external contacts, as well as respond promptly to inquiries from others within the department and externally.
Ability to define problem, collect data, establish facts, and draw valid conclusions.
Ability to extrapolate previous scenarios or experiences and apply to current and new situations. Ability to think ahead and plan proactively.
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