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Client Service Associate

Sierra Pacific Financial Advisors
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About Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors (SPFA) is a fast-growing SEC-registered investment advisory firm (RIA) based in Pleasanton, CA. We specialize in providing comprehensive financial planning and tax-efficient investment management for executives and professionals in the IT and biotech industries.  Our firm is built on the belief that everyone has the potential to achieve their defined success. We develop tailored financial strategies to help our clients optimize wealth so they can maximize their lives. 

Position:

As a member of the SPFA team, this role will play a foundational part in our wealth management process by supporting client relationships.  This role will be responsible for providing operation onboarding process and client services while ensuring the highest level of client satisfaction.

 

Responsibilities:

  • Serve as a secondary client service contact for existing clients and respond to their inquiries
  • Produce quarterly investment statements and process management fees
  • Prepare appropriate account establishment documents, transfer forms and other necessary documents for new and existing clients
  • Perform new client onboarding procedure
  • Answer client phone calls and assist them in account management services
  • Responsible for firm's CRM database and social media marketing
  • Support new business development and existing business activities
  • Conduct office management and human resource tasks in the firm
  • Other duties assigned

 

Qualifications: 

  • An enthusiastic, proactive and client service-oriented attitude
  • A self-starter who can work independently
  • Excellent verbal and written communication skills
  • Strong problem-solving skills and ability to focus on details
  • Organized, flexible, efficient, reliable, & eager to learn
  • High level of proficiency in Microsoft Office applications (Word, Excel, Outlook, PowerPoint)
  • Experience in financial services industry, familiar in CRM database and investment performance software, such as Redtail, Orion, is a plus
  • College degree in finance, business administration, economics or marketing.  Or graduation date in May 2025 is preferred

 

Compensation: competitive base salary ($70-85k) depending on experience, plus bonus 

Benefits: 401k plan and matching, health care and dental plan 

Interested candidates please send resume with a cover letter to info@sierrapfa.com