Client Service Specialist
: Job Details :

Team Hewins is a fee-only Registered Investment Advisor (RIA) with a strong leadership team, a proven process for serving clients, and an entrepreneurial spirit. Our team, most of whom have worked together for many years, is deeply committed to our fiduciary model as an independent financial planning and investment management firm. We are 100% employee-owned. We live to serve and guide successful people to financial wellbeing, and we are looking for a Client Service Specialist who shares our core values and commitment.As a Client Service Specialist, you will be an integral part of the team delivering personalized service and hospitality. You will be responsible for ensuring our clients' custodian experience is seamless. The role is based in our Redwood City, CA office and follows a hybrid model (currently two days in the office, three days remote). Your main responsibilities include:Regular interface with clients, as an extension of our advisor teamsCommunicating with advisors and internal teams regarding open tasks and client needs to ensure expectations are met and service is exceptionalProcessing routine maintenance and cashiering transactions for client accountsPreparing, delivering, and monitoring client custodial paperwork for smooth processingActing as primary liaison with custodians (primarily Schwab), maintaining rapport and escalating issues promptlyAre you the right fit?You are passionate about helping people and dedicated to exceeding client expectationsYou possess strong organizational skills and rigorous follow-up to meet client needsAttention to detail is second nature—getting things right is crucialYou enjoy being part of a team and actively engage with colleagues to serve clients effectivelyYou have excellent written and oral communication skills and proficiency with standard office software; experience with Salesforce and Charles Schwab is a plusYou hold a bachelor's degree and preferably 1-2 years of experience in financial planning, wealth management, or a related industryWhat Do We Offer?We offer the right people the opportunity to join an entrepreneurial firm committed to personal and professional growth and a positive, encouraging work environment. We respect each other and enjoy working together. High performers who embrace our core values and culture can become Principals of the firm and share in ownership benefits.Our comprehensive benefits include:Competitive health insurance options with employer contributions401(k) plan with employer matchFlexible Paid Time Off programEducational reimbursementEmployee recognition and rewards platformHealth and wellness benefitsEarly office closure on FridaysBeautiful offices and snacksOnsite gym and moreCompensation range: $80,000 to $90,000. Qualified candidates should apply at .#J-18808-Ljbffr