EH Shum Financial Solutions ยท 1 day ago
Client Relations Associate
Burlingame, CA
Full-time
Onsite
New Grad, Entry Level
$55K/yr - $65K/yrEH Shum Financial Solutions is a boutique investment advisory firm based in Burlingame serving retirees and their families. The Client Relations Associate supports the execution of the firm's client experience strategy, focusing on creating positive first impressions and managing client communications.
Financial Services
Responsibilities
Maintain lobby as welcoming environment with opportunities for positive discovery
Control and maintain advisors' calendars to facilitate exceptional client experience
Handle phone duties, including incoming calls, relaying messages and appointment setting
Manage appointment confirmations and preparations
Accept incoming packages and distribute as appropriate
Support the general upkeep and appearance of the lobby and common areas
Maintain and replenish supplies in common areas (kitchen items, supply room items)
Participate in daily set up and shut down of office
Deliver an exceptional welcome to every client, prospect and partner upon entry and ensure outstanding hospitality throughout the visit
Support a culture of building relationships and personalizing client experiences
Prepare and send correspondence, both handwritten and printed
Assist clients with simple administrative requests
Assist the team with client development related activities, including data entry and reporting
Utilize firm's CRM to get to know clients personally
Update client records in CRM
Facilitate regular client outreach through email campaigns and events
Assist with special projects as needed
Qualification
Required
Ability to project a positive, approachable, enthusiastic and professional image in personal appearance, manner, and demeanor
Ability to follow provided scripts to maintain consistent company 'voice'
Ability to prioritize tasks based on urgency and complexity
Strong work ethic with high level of integrity and ethics
Punctual and reliable
Strong understanding of client service needs and priorities (internal and external)
Solid critical thinking skills and the ability to exercise sound judgment
High degree of attention to detail while sticking to a timeline
Strong organizational skills
Strong analytical skills
Impeccable communication skills in-person, over the phone and via email
Comfortable working in small office environment
Ability to work in a cyclical, evolving environment
High level of proficiency in MS Excel, Word, Outlook, etc
Should spend at least 20 hours per year in continuing education related to job duties
Preferred
Past CX and/or CRM experience preferred
Company
EH Shum Financial Solutions
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase