Firm Description:
Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach, CA, that provides integrated financial planning and investment management to individuals and families. Our firm culture and core values are based on being thoughtful and caring, doing what is right, working together to find solutions, and constantly seeking to learn, grow, and improve. We pride ourselves on being a team of authentic, dependable, dedicated, and thoughtful individuals. We are currently seeking to add another member to our exceptional team.
Organization Structure:
Member of Client Service Department
Reports to Office Manager/Director of Client Service
Full-time position
Job Summary:
The Client Service Associate position entails a wide variety of responsibilities and skills, including administrative, client service, and advisor support. The ideal candidate will have a proven track record of delivering exceptional client service, a positive attitude and a strong willingness to take ownership of important firm responsibilities.
Duties and Responsibilities:
Prepare and process account forms, execute asset transfers, and assist clients in completing firm and custodian paperwork
Serve as the main point of contact for custodians for cashiering, deposits and withdrawals, custodian alerts, cost basis reconciliation, and other client needs
Manage client information – prepare client reports, submit and follow up on necessary paperwork, and regularly update databases
Deliver exceptional client service and serve as a liaison between advisors and clients, as needed
Respond to miscellaneous requests from clients, advisors, and custodians
Assist in developing systems and procedures to improve the Client Service Department
Provide support on special projects, as needed
Assist with administrative duties, as needed
Contribute to a professional and energetic work environment
Requirements and Qualifications:
Ability to work hybrid schedule (remote and onsite in our Solana Beach, CA, office a few times a week)
Client first attitude
Personable, responsive, engaging
Highly organized, with keen ability to prioritize and multi-task
Attention to detail and good problem-solving skills
Excellent written and verbal communication skills
Mature, self-starter, willing to take complete ownership of responsibilities from start to finish
Ability to work independently in a high energy, dynamic environment, often on several simultaneous tasks for multiple parties
Team player, collaborative attitude
Strong computer skills; high degree of proficiency with Word, Excel, Outlook and CRM software (Salesforce)
Strong aptitude to learn and able to quickly and effectively utilize new software
4-year college degree (Required)
Experience in financial services industry (Preferred)
Experience in customer/client service in an office setting (Preferred)
Salary and Benefits:
Compensation will be commensurate with skills and experience
15 days paid vacation plus sick time
Paid holidays
401k plan
Health insurance benefits
Non-exempt position
Who should apply:
This position can be a great start to a career in financial planning, providing front-line operational experience that is critical to understanding the nuts and bolts of both personal financial management and the innerworkings of a financial planning business. We are looking for thoughtful, detailed, collaborative, friendly, easy-going individuals, who are passionate about providing high quality service and are committed to contributing as team members.
If this position sounds interesting to you, respond to this ad and please include a cover letter and resume, plus responses to the following questions:
Why you are a good fit for this position and our firm
How you can contribute
Provide examples of anything that highlights you or your work
For more information about our firm, please visit our website: www.bfadvisors.com.
No phone calls, please.