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Associate / Senior Associate, Client Service - SF

L5

jordan park groupMillbrae, CAtoday

$100,000 - $135,000 per year

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Associate / Senior Associate, Client Service San Francisco, California Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies.
Your Role: We are looking for an Associate / Senior Associate on our Client Service team in San Francisco to support the growth of our firm.
Primary responsibilities include:
  • Providing exceptional service while anticipating client needs and concerns, and proactively delivering solutions for all aspects of client relationships
  • Supporting complex client onboarding and investment account opening processes including subscription documentation for private investments
  • Participate in working with custodian service teams to facilitate client activity
  • Assisting experienced team members as a liaison with client's other trusted advisors such as accountants, attorneys, lenders and insurance advisors
  • Creating and maintaining client and partner data in Salesforce and other systems
  • Monitoring and assisting with client inquiries and issues, and escalating complex issues to the appropriate team member, as needed, across a variety of family office-focused areas, including major purchases, philanthropic grant-making, and personal staffing
  • Managing risk and assisting the Firm in adhering to regulatory compliance and operational policies and procedures
  • Assisting with managing cash positions, money movements, and private banking services for clients as needed
About You:
  • Have 4+ years of experience in professional client service or operations work in financial services; preferably within private wealth management, either with an RIA or with a multi-family office
  • Bachelor's degree preferred
  • Possess a service-oriented mindset and are motivated to help others
  • Are well-organized and deadline-driven
  • Are proactive and possess strong follow-up and organizational skills
  • Pay attention to the details and are accurate without losing sight of the big picture
  • Manage multiple priorities simultaneously
  • Enjoy collaborative environments and communicate effectively with a broad range of stakeholders
  • Enjoy solving problems - if you don't know the answer, you'll dig until you find itLove taking on challenges and finding creative solutions
  • Doesn't get flustered easily
  • Are discreet in handling sensitive and confidential information
  • Work well independently and as part of a team
Compensation & Benefits: Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms. The expected base salary for this role in San Francisco, California will range from $100,000 - $135,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Our benefits package includes:
  • Medical, dental & vision insurance 100% of premium covered for employees 401k participation with employer contribution
  • Generous paid time off
  • Commuter benefits program (pre-paid tax dollars towards your commute)
  • Fitness Reimbursement
  • Annual Professional Development Stipend
Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records. For information about our privacy practices, including disclosures for California residents, please see our Privacy NoticeJordan Park is an SEC-registered investment adviser (RIA).
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Level

SeniorL5

Salary

$100,000 - $135,000 per year

Location

Millbrae, CA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

today

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