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Onboarding Associate

Matrix Resources

This is a Full-time position in CA posted October 31, 2019.

Title: Onboarding Associate Location: San Francisco, CA for financial services client Type: Contract
– Contract to hire Duties and Responsibilities As an Onboarding Associate, Contingent, you will provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust teams and be the first point of contact for clients or prospects.

You will have the opportunity to use your strong relationship management skills to build successful partnerships between all parties as you act as the liaison between the investment professional/client and the PWM middle office functions/operations.

Act as a conduit between client and PWM operations: Create business plans geared toward client growth, build relationships with clients, initiate daily contact and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products and monitor client investing to understand their rationale or intentions/goals.

Provide sales and service support, such as creating and distributing client reports and presentations and assisting with events for current clients or prospects.

Research and respond to the inquiries or problems of high net worth clients and escalate issues as appropriate.

Assist with phone calls to prospects and clients, schedule all client-related appointments and coordinate client mailings and invitations to company events.

Create and maintain client files in the CRM and other systems; assist with completing and transmitting transaction documents.

Provide general administrative support such as managing logistics for meetings, answering incoming telephone calls, managing incoming correspondence, submitting business expense requests and scheduling appointments.

Adhere to the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.), as well as Bank policies and procedures.

Identify and report suspicious activity to the Anti-Money Laundering Officer.

Know and verify the identity of any client who enters into a relationship with the Bank.

Qualifications At least two to three years of related experience, with a bachelor’s degree or equivalent experience preferred Exceptional interpersonal and customer service skills to interface with clients, prospects, custodians and colleagues Considerable tact and discretion when dealing with clients or sensitive data The ability to work independently under minimal supervision, while multi-tasking and prioritizing work in a fast-paced, sales oriented-environment that can be demanding Excellent organizational and verbal and written communication skills, with exceptional problem-solving proficiency Advanced attention to detail and a high degree of accuracy and consistency Proficiency in the Microsoft Suite, with the knowledge of Bloomberg, APX or a custody system a plus An understanding of the Bank’s structure and a desire to identify opportunities to utilize Bank resources to meet clients’ needs Must be able to review and analyze data reports and manuals; must be computer proficient.

Must be able to communicate effectively via telephone and in person.

At least two to three years of related experience, with a bachelor’s degree or equivalent experience preferred Exceptional interpersonal and customer service skills to interface with clients, prospects, custodians and colleagues Considerable tact and discretion when dealing with clients or sensitive data The ability to work independently under minimal supervision, while multi-tasking and prioritizing work in a fast-paced, sales oriented-environment that can be demanding Excellent organizational and verbal and written communication skills, with exceptional problem-solving proficiency Advanced attention to detail and a high degree of accuracy and consistency