Client Service Associate

Position Profile

FIRM OVERVIEW

Bordeaux Wealth Advisors (BWA) is a premier wealth advisory firm that provides objective, independent, comprehensive financial counseling and investment advice to a sophisticated clientele of high net worth families, senior executives and individuals.

BWA advises on ~ $2.2 billion of client assets and is based in Silicon Valley. As a fee-only wealth advisory firm, BWA’s revenue is derived exclusively from client fees, and BWA neither sells products nor receives commissions.  BWA is proud to be a member of Focus Financial Partners -- a partnership of over 50 elite wealth management firms, throughout the U.S.

BWA’s is centered on a relentless pursuit of excellence, integrity, honesty, intellectual rigor and curiosity, with a strong client service ethos.  We take great pride as an independent advisory firm and believe deeply in putting our clients’ interests first.

POSITION SUMMARY

The Client Service Associate (CSA) is an integral member of our growing client service team working closely with all professionals of the firm to deliver exceptional advice and service to clients of BWA. The CSA will support the firm’s Wealth Advisors through custodial account management and investment portfolio administration.

The ideal candidate will have at least 1-2+ years of experience in wealth management or related disciplines in investments or other financial services firms.  Non-financial background will be considered if the candidate possesses exceptional project management skills, is highly organized and detailed oriented and has demonstrated an ability to master new skills. If desired, this position has long term potential to lead to a more senior role as a client-facing Wealth Advisor – but the career development for this position will evolve with the skills, experience and results delivered by the individual who is hired.

The firm is located in Menlo Park, CA and the role will be located full-time in this office during normal business working hours.  Ideal candidates will be located within a reasonable commute to the office as relocation assistance will not be offered.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive:

• Interface with the custodian to complete all necessary documentation (or online eSignature procedures) required in opening new investment accounts.

• Ongoing account maintenance, research on client issues and routine service requests.

• Handle requests for transfer of funds in and out of accounts.

• Preparation of reports for client meetings.

• Answer basic questions regarding status of client accounts or various portfolio holdings, including preparation of internal reporting updates for team members.

• Assist with investor documentation related to Hedge Funds, Private Equity, Venture Capital, Real Estate and other types of alterative asset managers, including updates to internal portfolio accounting software.

• Creation and maintenance of ongoing assigned workflow procedures in firm’s Customer Relationship Management (CRM) software.

• Assist Wealth Advisor with maintaining confidential client information in CRM.

• Manage service workflow and prioritize projects for effective and efficient completion as well as appropriate electronic filing and storage.

• Specific analytical may include attending internal committee meetings and taking notes or updating or creating spreadsheets to track internal client portfolio or tax issues.

The Client Service Analyst position allows one to gain exposure to many areas of financial planning and analysis ranging from:

• Investments and asset allocation
• Income Tax Planning
• Retirement Planning
• Insurance Strategies
• Estate Planning
• Charitable Giving