[KIT-list] Customer Service Associate (Walnut Creek, CA)

Wednesday, May 04, 2022

If you are interested in this role, please direct your responses to: CoitFinancialJobs@gmail.com

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Coit Financial Group - Client Services Associate

If interested, please send resume and cover letter to Sandy Preto at CoitFinancialJobs@gmail.com with your desired salary and availability to start. Coit Financial Group is an equal-opportunity employer.

Are you a client services guru with a passion for the real estate investment sector? Then Coit Financial Group (CFG) in Walnut Creek could be the place for you! We are a successful investment firm that works with high-net-worth individuals who love large-scale real estate investments. In partnership with Sequoia Equities, a privately held real estate investment management firm, we have grown to over $4.2 billion in multifamily community investments across the West Coast.

CFG values exceptional customer service. We believe that delivering high-level customer service is based primarily on a positive attitude. As a result, we seek to hire professionals who possess a great attitude and an outstanding track record in client services. In addition, you must have excellent financial (math) skills since that's the foundation of our business and growth. We believe in offering a rewarding and personally fulfilling career that supports a work-life balance.

Job Summary:
The Client Service Associate is often the first person with whom our clients communicate, either in person or when calling the office. This position is responsible for determining how to best assist clients and ensure that solutions are provided in a timely and professional manner. This role entails a wide variety of tasks and responsibilities including customer service, administration, operations, and analytics.

These five pillars act as a source of inspiration to help guide our team in their daily work:
-Always Be Ready
-Win Hearts & Fans
-Do The Right Thing
-Change The Game
-Crush It!

This is full-time, salaried position, onsite in Walnut Creek, that includes benefits and an annual, fully vested, pension contribution.

Duties and Responsibilities:
-Deliver exceptional client service – interface with long-term clients, monitor client requests, troubleshoot problems, and ensure all tasks are completed - timely response is critical
-"Capital Raises" – when we are focused on raising money for a real estate investment project, this will be our number 1 focus! Prepare 1 pagers for all new investment offerings, track investments for each "raise", work closely with all stakeholders, etc.
-Client meeting support – schedule meetings, prepare materials, and follow up with clients after meetings
-Administration and analytics - Set up new accounts, submit and follow up on sensitive, necessary paperwork end-to-end, perform daily investment portfolio updates, being compliant at all levels
-Manage client information – prepare client valuation reports and investor letters (using Excel, Word, and/or client portal), regularly update client files and CRM
-Marketing support – update and maintain marketing materials, including digital and social media platforms, and planning client events and seminars
-Office management – maintain office equipment and supplies, handle mail & shipping, catering, etc.
-Additional duties as requested

Skills and Qualifications:
-5+ years of customer service experience in the financial and/or securities sectors
-A project management mindset who can efficiently manage multiple and competing priorities with keen reasoning and logic
-Proven track record for being incredibly organized, detail oriented, and always follows through
-Experienced team player who can interact well with high-net-worth clients and all levels of the firm
-Ability to work successfully in a small, "start-up feeling" company environment
-Proactive personality who is flexible, nimble, and can make quick and intelligent decisions
-Excellent customer service skills – great with people, personable, warm, and engaging
-A natural, hardworking, and independent thinker with confidence to ask questions and is eager to learn
-Proficiency in Excel, Word, Gmail, Google Docs, Docusign, and CRM software (preferably Salesforce/SFDC)
-Series 7 license, but not required
-Securities background
BA or BS degree in business, marketing, finance, or similar

If interested, please send resume and cover letter to Sandy Preto at CoitFinancialJobs@gmail.com with your desired salary and availability to start. Coit Financial Group is an equal-opportunity employer.

No outside recruiters please.



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