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Client Service Specialist in San Rafael at Nelson

Date Posted: 4/10/2018

Job Snapshot

Job Description

Job Number: 2118515

Job Title: Client Service Specialist
Location: San Rafael
Compensation: DOE

Job Title: Client Services Specialist

Do you love servicing clients? Our client, a growing Marin based investment firm, is seeking a new member to support the Advisors in all aspects of servicing their clients. This role is an integral part of their wealth management team. This is an administrative position reporting directly to the Director 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 the firm.


Compensation: DOE

Job Title Responsibilities:

  • Play an integral role in on-boarding new clients.
  • Fulfill on-going client requests.
  • Assist clients in a timely and accurate manner, striving to exceed client expectations.
  • Prepare paperwork for client review meetings, and meet with clients when necessary.
  • Compose letters and e-mails to clients

Job Title Requirements:

  • Bachelor's degree preferred.
  • At least two years of relevant work experience a plus.
  • Numerical accuracy and attention to detail a must.


Additional Information: This a full time Mon-Fri salaried position that comes with Bonus + Benefits + 401K + a beautiful office and a team who really liked each other!

Job Title: Client Service Specialist
Location: San Rafael
Compensation: DOE



About Nelson:

For more than 45 years, we've been passionate about helping people find jobs they love - rewarding jobs that further career goals. At Nelson, we partner with companies that have outstanding reputations. Working with innovative startups to Fortune 500 companies, our skilled recruiters have access to opportunities beyond what you can find on your own.

With Nelson, you'll get the most out of your career. Together, we'll set career goals and find you a position where your skills shine. Whether you are looking for a position in: accounting & finance, administration, computer gaming, digital media, engineering, human resources, legal, light industrial, manufacturing, or technology, Nelson helps place people in full-time, temporary, temp-to-hire, project, and contract positions. For a full listing of jobs, go to: www.nelsonjobs.com and click "Find Work."