Client Service Associate

Title - Client Service Associate Location - Walnut Creek, CA Duration - 6+ months The Client Service Associate serves as a primary point of contact for clients and is the welcoming face of the office, creating a professional and exceptional client experience for every interaction. This role provides high-level administrative and operational support to financial advisors, coordinates client meetings and communications, manages account and service requests, and ensures the smooth day-today operation of the office. The Client Service Associate builds strong relationships with clients while maintaining accuracy, responsiveness, and attention to detail across all client service and administrative activities. • New Client Onboarding • Ensures accurate completion of prospect / new client paperwork/set up • Follow up on funds transfer from surrendering company • Maintains (CRM) database and client files (Filing, copies, data input) • Research and follow up on any issues with the Broker/Dealer, Operations, and vendors • Record incoming assets to the appropriate blotting tool • Client Relationship Management • Dialogues with client to understand their personal history and current financial needs. • Prepares account transactions, trades, deposits, withdrawals, RMDs, etc. • Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing • May work with client’s tax or legal counsel on client concerns • Client Review Prep and Follow Up • Gather client data and may prepare the materials for client meetings and reviews • Conducts Tax Research (1099s) • Completes any review follow up needs for client • Industry / Product / Company Knowledge • Demonstrates knowledge and can accurately execute Guidelines, operational processes and sales model • Understands financial terminology and products • Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices • Attends Client Services and company educational events • May attend vendor presentations • Team and Corporate Support • Assists Advisor Team Operations to streamline processes • Completes operational projects to support enhancements and changes • Communicates process and sales updates to team • Mentors and trains CSAs • Manages vendors to Service Level Agreements Education/Skill Requirements • Bachelor's degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education. • Customer Service training, knowledge or experience • Ability and interest to learn financial concepts and products • Ability to work with deadlines, be flexible under pressure and prioritize work • Ability to work as a team member • Ability to learn financial product features and riders • Ability to learn the review process and how the review is completed • Strong attention to detail • Good problem-solving skills • Superior verbal and written communication skills. • Proficient with Microsoft Office Suite or related software. • Familiarity with Salesforce and Support Org functionality • Experience with Workday preferred • AI Literacy: • Demonstrated ability to effectively use AI tools and technologies in daily work tasks. • Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards. • Comfort with learning new AI applications and understanding their appropriate use cases and limitations. • As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected. OSHA Requirement • Stand or sit for long periods of time, • Ability to use the telephone and computer systems, • Ability to lift up to 15 lbs. • Ability to travel independently as needed “ TalentBridge employees are eligible for many benefit offerings such as medical, dental, vision, life insurance, short term disability, 401(k) and holiday pay!”