Serve as a point of contact for clients, responding to calls and emails, addressing their needs and
Coordinate and manage client appointments, ensuring all logistics and documentation are prepared.
Process client requests, including account transactions, and paperwork in compliance with firm
Support the onboarding process for new clients, ensuring a smooth and positive first experience.
Work with custodians and internal teams to resolve any issues related to account maintenance
Provide notary services for client transactions as needed.

🎯 Requirements

5-8 years of experience in a client-facing administrative role within the financial services
BS/BA degree preferred – GED required.

🎁 Benefits

Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
Dental insurance with MetLife
Vision insurance with VSP
Optional supplemental benefits
Healthcare savings accounts with company contribution
Flexible spending accounts

Apply on employer's website

This employer gathers applications via their own applicant tracking system.

You will be redirected to an external application form.

Share job

Meet JobCopilot: Your Personal AI Job Hunter

Automatically Apply to Customer Support Jobs. Just set your preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.

Activate JobCopilot