Private Client Advisor job at Innovations PSI San Francisco, CA, US

Job Description

Our client is looking for a Private Client Advisor. You will play a crucial role in coordinating the account opening process both internally and externally. This includes preparing custodian account applications and advisory agreements, as well as setting up accounts on our internal systems. You will also have the opportunity to analyze, develop, and maintain internal processes for operational tasks such as reconciliation and account opening. Responsibilities: Coordinate account opening process internally and externally. Reconcile securities transfers and ensure accurate quantities and cost basis. Utilize Salesforce for data entry, reporting, and task management. Respond promptly and accurately to client service requests. Generate reports, materials, and assist with client meetings. Qualifications: ~ Bachelor's degree or equivalent experience. ~2+ years of financial services experience. ~ Knowledge of investment industry and securities. ~ Strong client service or operations background. ~ Proficiency in Microsoft Office (especially Excel) and CRM systems. ~ CFP required Salary: $85,000 - $130,000 Please submit a resume for consideration and a full job description. Only accepting local Bay Area candidates.

Job Tags

Local area,

Similar Jobs

The Planet Group

UX Production Designer Job at The Planet Group

...UX Production Designer Location: Remote but local to Cupertino, CA, Culver City, CA, or New York, NY Duration: 12 months to start... ...variety of apps ~ Comfortable working in rapid iteration ~ Coding and software development experience preferred ~ Experience in...

Insight Global

School Rider Assistant Job at Insight Global

...Insight Global is looking for Part-Time School Rider Assistant in the Denver, CO area! Below is more information of what we're looking... ...~ Must have reliable independent transportation ~5+ years' experience as a caregiver/ caretaker of children (either professionally...

All Care Therapies

Speech Language Pathology Assistant (SLPA) - Remote Job at All Care Therapies

...each client within the familiar comfort of their environment. Job Description Are you Interested in Teletherapy? Join our SLPA team! We are actively seeking part-time Speech Language Pathology Assistants (SLPAs) to join our Provider Network. This is a 100%...

BYROE

Digital Marketing Manager Job at BYROE

...formulations. We are looking for a passionate and strategic Marketing Manager to join our growing team and help drive Byroes next phase... ..., wed love to hear from you! Job Overview As the Digital Marketing Manager at Byroe, you will lead the execution of high...

Masis Staffing Solutions

Vendor Risk Management Consultant Job at Masis Staffing Solutions

...Masis Staffing Solutions is assisting our client in searching for a Vendor Risk Management Consultant (Temp) based out of Holyoke, Massachusetts and hybrid with 2 days remote and 3 days on-site. The Consultant will be required for 6+ months for the period 7/1/2025 through...