Client Services Director Assistant
Sprague Wealth Solutions - San Ramon, CA

San Ramon based Sprague Wealth Solutions is a unique team of financial professionals offering fee-based financial planning and asset management services to individuals and businesses. Our office environment is professional and personable. Our affiliation provides opportunities for personal and professional development for individuals willing to rise to the challenge. Successful candidates will be self-motivated and hard-working with a strong desire for personal growth and financial success.

Currently, we are searching for a part time or full-time candidate to assist our Director of Client Services. Our firm is looking for a top-notch individual who will focus on excellent customer service and all aspects of client interaction and communication. Previous financial services industry experience is highly preferred.

Responsibilities:

Taking tremendous care of our loyal client base.

Interacting with clients on the phone and in person.

Coordinate all client financial plan reviews.

Run asset allocation models for investment portfolio reviews.

Setting appointments with clients and prospects.

Preparing and processing client paperwork.

Assisting with client service requests.

Database maintenance.

Qualifications:

Outstanding ability to prepare error-free correspondence.

Strong computer skills required. Extensive knowledge of MS Word, MS Excel, and MS PowerPoint in a Windows environment is required. Must be proficient with e-mail and skilled at using the Internet as a research and communication tool. Familiarity with Redtail CRM database preferable.

Must be detailed-oriented and have the ability to meet deadlines and prioritize assignments from multiple sources. Must be able to multi-task.

Proactive self-starter with good problem-solving ability. Must work well without a lot of direct supervision.

Professional appearance and demeanor.

Oversee calendar management to coordinate meeting schedules, business appointments, travel, and conference calls.

Assist with general administrative support including proofreading, filing, mailing, faxing, and photocopying.

Compensation will be based on experience, and will include benefits after probationary period. If you are interested in this position we encourage you to please send a cover letter summarizing your skills and interest in this position, along with a current resume.

Thank you for your interest.


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About this company
Sprague Wealth Solutions provides financial planning advisory services to an affluent clientele comprised primarily of owners of closely...