THE MATHER GROUP
The Mather Group, LLC (TMG) is one of the fastest-growing independent, registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind.
As a fiduciary, we simplify complex financial planning with an all-inclusive approach to investment, tax, and estate management – so our clients can focus on what truly matters. Our vision is focused on empowering people to navigate their life’s journey with confidence and peace of mind.
You don’t get one advisor – you get The Mather Group.
CLIENT SERVICES ASSOCIATE
We are seeking a highly motivated and detail-oriented Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to advisors and clients on the West Coast while collaborating with a dynamic, nationwide Client Services team.
This role requires excellent communication skills, the ability to manage multiple priorities, and a proactive approach to delivering exceptional service.
ROLE RESPONSIBILITIES
- Provide exceptional and timely client service and flawless execution on client and prospective client requests, inquiries, and transactions and providing solutions where appropriate.
- Act as a point of contact for all client interactions, working with internal business partners to ensure a timely and accurate response to all client questions and concerns.
- Manage account transition and opening process for new and existing clients.
- Collect and populate account-specific information, organizing executed documentation from clients, researching and resolving issues with missing/incomplete information, security/cash transfers, etc.
- Manage daily work volumes and transactions accurately across multiple custodians, within established deadlines, and in accordance with existing policies and procedures.
- Research, follow up, and escalate client issues and problems through effective interaction with clients and internal business partners in a timely and professional manner.
- Effectively collaborating with respective client-facing teams and internal business groups to deliver and execute client transactions with a common goal of providing exceptional service.
- Assist with ad-hoc projects to improve firm operational efficiency and fulfill compliance requirements.
- Deliver effective written and verbal communication to financial advisors, internal departments, and firm leaders.
- Perform other job-related duties as assigned by your manager and work closely with team members on designated projects.
- Keep up to date on custodial processes and rules and regulations under compliance.
REQUIRED EXPERIENCE
- Experience in a client service role at a Registered Investment Advisor (RIA)
- Excellent verbal and written communication skills
- A motivated, self-starter looking for a place to grow your career
- Ability to work in a fast-paced growing entrepreneurial environment
ROLE INFORMATION
- Location: Lafayette, CA
- Role Information: Full-Time (Hybrid)
- Reports to: Dawn Cornwall; Managing Director, Client Services
- Salary Range: $65,000 - $85,000*, plus 8% annual individual bonus opportunity; and opportunity to participate in TMG’s Management Incentive Program (MIP)
*Final base salary offer will reflect experience and review of internal team equity.
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