Fort Point Capital Partners LLC
Senior Client Service Associate (Hayward)
Fort Point Capital Partners LLC, Hayward, California, United States, 94557
About the Company
Fort Point Capital Partners LLC is a wealth advisory firm, servicing individuals, families, and institutional clients, with assets under management of approximately $2.1 billion.
About the Role As a Senior Client Service Associate, you will interact daily with clients, advisors, and service providers to ensure the needs of the clients and firm are met.
Responsibilities Participating in all aspects of client setup including new client onboarding (opening accounts, transferring assets, setting up client 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
Qualifications Bachelors degree or equivalent 3+ years of experience at a Registered Investment Advisor (RIA) 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
Required Skills Have a diligent personal standard of care for accuracy and attention to detail Can work both independently, and as part of a larger team, seeking support when needed Can communicate effectively with multiple interested parties, keeping all updated on key time frames and important deadlines Possess strong time management, organization, and interpersonal skills Desire to work collaboratively on a team to best serve our clients and advisors Can comfortably change course on workflow (flexibility) and prioritize workload as needed Are comfortable taking initiative and suggesting new ideas, processes, improvements, etc.
Pay range and compensation package Competitive base salary and bonus Full individual healthcare, dental and vision coverage Hybrid work schedule (3 days in the office) 15 days paid time off (increases with tenure); 10 firm holidays Participation in companys 401(k) after 1 year of service with generous firm contributions (3-5% of compensation) Commuter benefits
Equal Opportunity Statement We will consider for employment all qualified applicants in compliance with all laws, including San Franciscos Fair Chance Ordinance.
About the Role As a Senior Client Service Associate, you will interact daily with clients, advisors, and service providers to ensure the needs of the clients and firm are met.
Responsibilities Participating in all aspects of client setup including new client onboarding (opening accounts, transferring assets, setting up client 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
Qualifications Bachelors degree or equivalent 3+ years of experience at a Registered Investment Advisor (RIA) 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
Required Skills Have a diligent personal standard of care for accuracy and attention to detail Can work both independently, and as part of a larger team, seeking support when needed Can communicate effectively with multiple interested parties, keeping all updated on key time frames and important deadlines Possess strong time management, organization, and interpersonal skills Desire to work collaboratively on a team to best serve our clients and advisors Can comfortably change course on workflow (flexibility) and prioritize workload as needed Are comfortable taking initiative and suggesting new ideas, processes, improvements, etc.
Pay range and compensation package Competitive base salary and bonus Full individual healthcare, dental and vision coverage Hybrid work schedule (3 days in the office) 15 days paid time off (increases with tenure); 10 firm holidays Participation in companys 401(k) after 1 year of service with generous firm contributions (3-5% of compensation) Commuter benefits
Equal Opportunity Statement We will consider for employment all qualified applicants in compliance with all laws, including San Franciscos Fair Chance Ordinance.