EH Shum Financial Solutions
Client Relations Associate
EH Shum Financial Solutions, San Francisco, California, United States, 94199
1 day ago Be among the first 25 applicants
WeareaboutiqueinvestmentadvisoryfirmbasedinBurlingameservingretireesandtheirfamilies.AtEHShumFinancialSolutions,wearecommittedtoprovidingattentiveservice,tailoredtoeachclient'sspecific needs,withanefficientandproductiveteam.Ourclientsbenefitfromourprofessionalandhonest approach ofkeepingtheirbestinterestsinmindandpresentingadviceineasilyunderstandableterms.Westrivetodothesamewithouremployeesthroughtransparencyandcommunication.
Weareseekingamotivatedindividualwhoislookingtolearnandgrowprofessionallywithinthefinancialservicesindustry.
AbouttheRole
TheClientRelationsAssociatesupportstheexecutionofthefirm'sclientexperiencestrategyandidentifiesopportunitiesforimprovement,forbothstandarddailyoperationsaswellasindividualizedclient interactions.Theyarepartofateamthatisexpectedtosupporttheadvisorswiththeirtimesotheycan focuson meetingswithclientsandprospects.
Responsibilities
Supportacultureofbuildingrelationshipsandpersonalizingclientexperiences
Deliveranexceptionalwelcometoeveryclient,prospectandpartneruponentryandensure outstandinghospitalitythroughoutthevisit
Maintainlobbyaswelcomingenvironmentwithopportunitiesforpositivediscovery
Manageappointmentconfirmationsandpreparations
Assistclientswithsimpleadministrativerequests
Assisttheteamwithclientdevelopmentrelatedactivities,includingdataentryandreporting
Utilizefirm'sCRMtogettoknowclientspersonally,updateclientfilesandmineforopportunities
Planandfacilitateregularclientoutreachthroughemailcampaignsandeventmanagement
Participateindailysetupandshutdownofoffice
Supportthegeneralupkeepandappearanceofthelobbyandcommonareas
Maintainandreplenishsuppliesincommonareas(kitchenitems,supplyroomitems)
Acceptincomingpackagesanddistributeasappropriate
Assistwithspecialprojectsasneeded
Qualifications
Abilitytofollowprovidedscriptstomaintainconsistentcompany“voice”
Strongworkethicwithhighlevelofintegrityandethics
Solidcriticalthinkingskillsandtheabilitytoexercisesoundjudgment
Strongorganizationalskills
Stronganalyticalskills
Impeccablecommunicationskillsin-person,overthephoneandviaemail
Comfortableworkinginsmallofficeenvironment
Abilitytoworkinacyclical,evolvingenvironment
HighlevelofproficiencyinMSExcel,Word,Outlook,etc.
PastCXand/orCRMexperiencepreferred
Shouldspendatleast20hoursperyearincontinuingeducationrelatedtojobduties
Salarydependingonexperience.Starting annual range is $55,000-$65,000. Full-timeposition. RegularofficehoursareMondaythroughFriday8:00amto5:00pm.Veryoccasionaleveningandweekend duties.
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Referrals increase your chances of interviewing at EH Shum Financial Solutions by 2x Sign in to set job alerts for “Client Relations Associate” roles.
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