Client Service Associate - Natoma Wealth

Job description

Your Future Team Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management. We're searching for a Client Service and Operations Associate who naturally has a “do what it takes” attitude to support a seasoned team while providing a quality experience our clients have come to expect. You will report to the Managing Director. Characteristics you will need to be successful in this role: - Adaptable. You are comfortable working in a fast-paced environment and can adapt to change. - Agile. You maintain composure and remain positive under pressure even in complex situations. - Team player. You love collaborating and sharing ideas. You trust your teammates, and support as needed. - Clear communicator. You are great at getting and giving respectful and productive feedback to clients and colleagues. - Organized. You create clear and logical processes to support your work and that of the organization. What You'll Do: - Timely, consistent and accurate completion of operational tasks, activities and workflows including account services and transaction processing - Field client requests and c...