Gould Asset Management is seeking an experienced professional to join their team as a Client Service Associate. In this role, you will handle investment operations and client relationship management, ensuring clients feel cared for and resolving complex issues while supporting senior client service staff.
Responsibilities
- Work with clients, advisors, and custodians to respond to service requests promptly and with minimal disruption to the client
- Prepare and process client account paperwork and track open items with the utmost attention to detail
- Facilitate transfers of funds and securities
- Research and resolve complex client account-related issues
- Maintain client records and document account activities in our CRM (Salesforce)
- Reconcile daily cash flows across client accounts
- Prepare regular firm-wide and client reports
- Serve as a primary point of contact for clients and keep them informed on outstanding service requests
- Build trust and maintain professional rapport with clients via phone, email, and in-person meetings
- Coordinate with clients’ accountants and attorneys on tax and legal matters
- Manage inbound calls and emails from clients and custodians
Skills
- Bachelor's degree required
- High level of accuracy and attention to detail
- Excellent verbal and written communication skills, including professional email etiquette
- Efficient time management and ability to juggle competing priorities
- Comfort navigating custodian platforms, document management systems, and CRM tools
- Experience working at a Registered Investment Advisor (RIA), broker-dealer, or custodian preferred; financial fluency is a plus
- Experience with Salesforce, DocuSign, and/or Tamarac is a plus—training provided
- Notary public a plus
Benefits
- Health insurance
- 401(k) with employer match
- Paid time off
- Paid market holidays
Company Overview
Gould Asset Management specializes in investment management and financial planning services. It was founded in 1999, and is headquartered in Claremont, California, USA, with a workforce of 11-50 employees. Its website is https://www.gouldasset.com.