Associate / Senior Associate, Client Service - SF
Associate / Senior Associate, Client Service
San Francisco, California
Your Role
We are looking for an Associate / Senior Associate on our Client Service team in San Francisco to support the growth of our firm. Primary responsibilities include:
Providing exceptional service while anticipating client needs and concerns, and proactively delivering solutions for all aspects of client relationships
Supporting complex client onboarding and investment account opening processes including subscription documentation for private investments
Participate in working with custodian service teams to facilitate client activity
Assisting experienced team members as a liaison with client’s other trusted advisors such as accountants, attorneys, lenders and insurance advisors
Creating and maintaining client and partner data n Salesforce and other systems
Monitoring and assisting with client inquiries and issues, and escalating complex issues to the appropriate team member, as needed, across a variety of family office-focused areas, including major purchases, philanthropic grant-making, and personal staffing
Managing risk and assisting the Firm in adhering to regulatory compliance and operational policies and procedures
Assisting with managing cash positions, money movements, and private banking services for clients as needed
About You
Have 4+ years of experience in professional client service or operations work in financial services; preferably within private wealth management, either with an RIA or with a multi-family office
Bachelor's degree preferred
Possess a service-oriented mindset and are motivated to help others
Are well-organized and deadline-driven
Are proactive and possess strong follow-up and organizational skills
Pay attention to the details and are accurate without losing sight of the big picture
Manage multiple priorities simultaneously
Enjoy collaborative environments and communicate effectively with a broad range of stakeholders
Enjoy solving problems - if you don’t know the answer, you’ll dig until you find it
Love taking on challenges and finding creative solutions
Doesn’t get flustered easily
Are discreet in handling sensitive and confidential information
Work well independently and as part of a team
Compensation & Benefits
Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms.
The expected base salary for this role in San Francisco, California will range from $100,000 - $135,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Our benefits package includes:
Medical, dental & vision insurance – 100% of premium covered for employees
401k participation with employer contribution
Generous paid time off
Commuter benefits program (pre-paid tax dollars towards your commute)
Fitness Reimbursement
Annual Professional Development Stipend