Job Location : San Rafael,CA, USA
Who We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.This is a hybrid position with in-office flexibility 2-3 days a week.Summary: As a member of the client service team, this role primarily supports the Advisors in all aspects of servicing our clients and is an integral part of our team. This is an administrative position reporting directly to the VP of Client Services. This position requires attention to detail, strong organizational skills, and a pro-active attitude to successfully manage client-focused and operational activities, as well as working effectively with all employees at Wealthspire. Our team believes in a culture of transparency, collaboration, and accountability.Primary Responsibilities:Develop and maintain strong relationships with clients, Advisors and other team members across the firmFulfill on-going client requestsAssist clients in a timely and accurate manner, striving to exceed client expectationsCompose professional letters and emails to clientsAssist Advisors with fulfilling client requests, always looking for ways to better support AdvisorsWork effectively with employees in different locations utilizing various methods of communicationManage a paperless officeComplete account paperwork for clients, utilizing electronic methods whenever possibleInput and update accurate client information in all systemsMaintain and update client service proceduresTake ownership, as appropriate, of certain daily functions within client servicesAnswer phones and other general administrative duties as neededFront desk backup - meet and greet clients, set-up/breakdown conference rooms for meetingsSystems:Proficient with in-house office systems - Client Relationship Management and Document Management Systems (e.g., Salesforce, DocuSign, SharePoint, Zoom, Teams)Excellent computer skills with Microsoft Office® SuiteQualifications:Bachelor's degree preferredAt least two years of directly related industry experienceNumerical accuracy and attention to detail a mustAbility to prioritize tasks and work in a team environmentDesire to learn, be resourceful, and think outside the boxProfessional appearance and mannerStrong written and verbal communication skillsContinuously exhibit personal integrity, professional initiative, and a personable attitude.Do you see yourself excelling in this position?Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.What We Offer:NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.The base salary range for this position is $60,000 - $84,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.NFP and You... Better Together!NFP, an Aon company and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.