Job description

About us:

Red Tower Advisors is a full-service financial firm located in San Carlos, California, servicing clients across the Bay Area and across the nation. We've been caring for clients since 1998 and our team members have an average of 22 years experience in the financial industry. We've seen a lot over the years: dot com bust, financial crises, recessions, pandemic, inflation and many presidential changes.

Our work environment includes:

• Modern office setting
• Growth opportunities
• Casual work attire
• Relaxed atmosphere
• Flexible working hours
• On-the-job training
• Safe work environment

The primary role as a Client Services Associate will be to provide administrative and client services support to the team. This will include any and all daily tasks provided by the Advisor and support team members. Performance will be reviewed by taking ownership of office tasks that allow the Advisor and team to grow the business.

Primary Role Responsibilities Include: 60%

· Communicate with clients to facilitate the collection of data and documents for the purpose of financial planning.

· Check daily transactions

· Enter confidential client data into eMoney portal for financial planning

· Educate and walk clients through basic access and use of our technology (eMoney, AccountView, Albridge, Riskalyze, etc.)

· Schedule and prepare for upcoming client meetings (i.e. update reviews, get quotes and illustrations as requested, prepare notes, schedule next appointment, etc.)

· Prepare Albridge reports in S drive and provide link for client meetings

· CRM management including change of contact info, beneficiaries, etc.

· Communicate with team members to ensure clients’ expectations are completed timely and service deliveries are met

Other Duties: 30%

· Answering client inquiries or passing on requests to the Advisors.

· Print reports or other materials, basic electronic filing and file handling

· Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner

Client / Advisor Satisfaction: 10%

· Drive customer experience to high levels of satisfaction by adhering to our values

· Provide recaps to the advisor and summarize completed work and outstanding items needed

Job Types: Full-time, Part-time

Pay: $65,000.00 - $76,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Paid training
• Tuition reimbursement

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• San Carlos, CA 94070: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Customer service: 5 years (Required)
• Financial services: 4 years (Required)

Work Location: One location

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