Financial Client Services Associate Jobs in California

• Up-to-date knowledge of video formats and editing workflows

Simple DCP is a leading provider of digital cinema services for independent filmmakers and film festivals.

• Preparing estimates and invoices via QuickBooks Online

• Creating and maintaining message templates to streamline client communication

• Meticulously labeling and cataloguing client source material

• Managing internal databases and syncing with appropriate external databases

Excellent organizational and time-management skills; ability to multi-task and reprioritize work on an ongoing basis. 

Serve as primary client contact for all account, cash flow servicing issues, and other client wealth management-related requests. 

Participate in project teams as needed to support initiatives of the Wealth Management Services team or overall company. 

Gain an understanding of portfolio management, asset allocation, and advising high-net-worth clients on their investments. 

Excellent computer skills. Experience in CRM (i.e., Microsoft Dynamics) and client reporting/billing/portal systems (i.e., Tamarac) preferred.

Responsible for excellent and consistent client experience.