Client Service Associate Job Vacancy in BWM Financial San Diego, CA 92130 – Latest Jobs in San Diego, CA 92130 – updated today

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Company Name : BWM Financial
Location : San Diego, CA 92130
Position : Client Service Associate

Job Description : After more than 20 years of proven excellence in financial services and customized investment services, BWM Financial has earned the privilege of acting as the premiere steward and trusted advisor for hundreds of San Diego’s most discerning high-net-worth families. Our goal is to build and reward a deeply skilled and passionate team with a shared dedication to excellence.
We are seeking a Client Service Associate with a strong attention to detail, enthusiasm, diligence, and professionalism, who can help us exceed client expectations.
WHY CHOOSE BWM?

Finding the right cultural fit is paramount to our hiring process and we expect that you would prioritize that choice as well. Fortunately, we have a wealth of benefits, culture, and commitment to offer in return:
Salary and Benefits – We offer an extremely competitive compensation package including (1) base salaries benchmarked against the industry’s top quartile, (2) transparent and structured bonus plans for net new money brought in and serviced by the team, and (3) a diverse benefits package including paid medical for employees, a substantial 401k match, and generous paid time off (PTO).
Culture and Work Environment – At BWM we work hard and have fun. We sponsor team events throughout the year and provide a fun and healthy work environment that includes a state-of-the-art new office with free snacks and drinks, triple monitors, stand-up desks, and much more. We provide monthly engagement surveys and hold weekly team meetings to ensure every employee has a voice.
Opportunities for Development & Learning – Every employee is provided a written career path, a quarterly performance development plan and three performance reviews each year. We provide training throughout the year through lunch & learns, webinars and bootcamps. Our continuing education policy encourages employees to expand their industry education.
Practice What We Preach (Values) – Our values are written down, discussed, and embodied by the team, used to direct company objectives, and engrained in our culture.
The Best Systems and Technology – We invest in the best systems and technologies to support our employees and clients, including industry-leading software and equipment.
Involvement – Our paid volunteer program allows employees to take paid time off to give back and support our community. We offer a “Better Way” bonus to all employees, incentivizing our team to improve procedures and processes.
Performance Culture and Pursuit of Excellence – We want to be the best. We support our employees in that same quest. We succeed and fail together, which is why we only hire rockstars. We believe in working as a team, while empowering every team member to be interdependent.

WHAT WILL YOU DO AS A CLIENT SERVICE ASSOCIATE?

Process client service requests, including account updates, distributions and contributions.
Communicate with clients for all account opening activities and process opening of accounts.
Work collaboratively with various teams within the firm to resolve and follow up on client requests and issues.
Take initiative in finding innovative solutions to resolve account matters and sensitive client interactions.
Help build and improve upon client relationships by providing exceptional customer service.

WHAT QUALIFICATIONS ARE REQUIRED?

Bachelor’s degree
1+ years experience in Financial Client Services
High degree of accuracy, detail oriented and strong problem-solving skills
Self-starter with strong aptitude to learn
Strong written and verbal communication skills

Job Type: Full-time
Pay: $60,000.00 – $70,000.00 per year
Benefits:

401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Health insurance
Life insurance
Paid time off
Paid training
Parental leave
Tuition reimbursement
Vision insurance

Schedule:

8 hour shift
Monday to Friday

Supplemental Pay:

Bonus pay

Ability to commute/relocate:

San Diego, CA 92130: Reliably commute or planning to relocate before starting work (Required)

Education:

Bachelor’s (Required)

Experience:

Financial Client Service: 1 year (Required)

Work Location: One location

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Post Tags : , San Diego, CA 92130, jobs in San Diego, CA 92130, Client Service Associate jobs in San Diego, CA 92130

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