Client Officer
$80,000–$120,000 year
Remote · San Francisco, California, United States or New York City, New York, United States
San Francisco, California, United States or New York City, New York, United StatesRemoteFull Time$80,000–$120,000 yearMid LevelBachelors DegreeUnknown
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Unknown
Job Summary
The Client Officer role is pivotal in enhancing client relationships through exemplary service and performs essential functions such as overseeing client accounts, processing requests, and engaging proactively with clients. This position requires significant experience in wealth management and strong organizational skills.
Required Qualifications
- 5+ years’ experience in a wealth management role
- Series 65 or similar financial industry exams
- Excellent verbal and written communication and presentation skills
- Excellent attention to detail, organizational skills, and ability to multi-task
- Excellent analytical, technical and problem-solving skills
- Proven track record of working with a high performing team
- Ability to work in a fast paced and growing environment
Desired Qualifications
- Actively pursuing or aspiring to get CFP designation
- Knowledge of Fidelity and Schwab platforms
- Proficient at Salesforce, DocuSign, eMoney, Orion, Excel, PowerPoint, and Word
Additional Requirements
- Equal opportunity employer; does not discriminate based on various characteristics
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