If you are interested in this role, please direct your responses to: CoitFinancialJobs@gmail.com
You are welcome to share this with a friend or colleague!
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 recruiters please.
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Archives
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[KIT-list] Client Services Associate (Walnut Creek, CA)
Posted by V.Senthil kumar 0 comments
[KIT-list] Client Services Associate (Walnut Creek, CA)
If you are interested in this role, please direct your responses to: CoitFinancialJobs@gmail.com
You are welcome to share this with friends or colleagues!
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 recruiters please.
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Posted by V.Senthil kumar 0 comments
[KIT-list] Associate – Low Carbon Fuel Standard and clean air industry (Santa Monica, CA)
If you are interested in this role, please apply at www.gladstein.org/careers
You are welcome to share this with a friend or colleague!
Associate – LCFS (Santa Monica, CA)
Gladstein, Neandross & Associates (GNA) is one of North America's leading consulting firms in sustainable transportation and energy. With nearly 30 years of experience, GNA is a recognized leader working at the intersection of energy, business, and the environment. We work with more than 200 clients, including fleets, technology suppliers, fuel suppliers, government agencies, nonprofits, and communities to advance the development of clean, alternative, and renewable energy and transportation solutions. Learn more atwww.gladstein.org.
GNA seeks a LCFS Programs Associate to support the management of GNA's large and growing portfolio of fleets and transportation stakeholders participating in the California Low Carbon Fuel Standard and additional clean fuel standard programs. Our ideal candidate will possess exceptional analytical, organizational, problem solving, and communication skills. Demonstrated ability to interface with clients is a plus.
Professional work experience is preferred, and the right candidate will demonstrate a clear history of initiative, problem-solving, and results-driven excellence.
The LCFS Programs Associate is a vital role with a primary focus on data management, quality assurance and quality control.
Additionally, this position will include the following job responsibilities:
- Registering of new accounts
- Regulatory compliance reporting
- Proprietary database management
- Updating Standard Operating Procedures
- Other duties as required
The ideal candidate will possess the following:
· Education:A BS or higher degree in engineering or related fields from an accredited university. Candidates without degrees will be considered if they possess an exemplary record of success, leadership, and expertise relevant to our needs.
· Professional Experience:1 to 5 years of experience or demonstrated capabilities with compliance reporting, financial analysis, or similar job functions in a commercial setting. Experience working with alternative fuels, advanced transportation technology, renewable energy, air quality, or energy policy is a plus but not required.
· Skills:High attention to detail and accuracy, strong organizational skills, and a self-starter with confidence and motivation to execute work.
· Proficiencies:Microsoft Office applications including Word, Excel, Outlook, and PowerPoint.
· Language: Fluency in written and spoken English is required.
· Ability to Travel: Travel may be required up to 5%.
Work Location:
This position will require the successful candidate to work from GNA's office in Santa Monica, CA with a hybrid remote work schedule available at the Manager's discretion.
Additional Requirements:
Must have unrestricted authorization to work in the United States.
Compensation & Benefits:
This full-time, staff position offers an annual salary, as well as a full benefits package, including medical, dental, vision, life, and long-term disability insurance on day one. We also offer 401(k) plans and performance-based bonus opportunities.
GNA is an equal opportunity employer. We are pleased to consider all qualified applicants without regard to race, color, sex (including sexual or gender identity), religion, national origin, ancestry, sexual orientation, age, marital or veteran status, genetic information, physical or mental disability, medical condition, or any other legally protected status.
No Agencies, please. No Sponsorship. EOE.
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Posted by V.Senthil kumar 0 comments
