Client Service & Operations Associate TELOS CAPITAL MANAGEMENT, INC. is a fast growing and successful registered investment advisory firm located in San Diego, CA. We are currently seeking an experienced, reliable CLIENT SERVICE & OPERATIONS ASSOCIATE with exceptional interpersonal skills to work in a client facing role in our San Diego, CA office. This position is an exciting opportunity to enhance the client experience by providing superior service, and to assist financial advisors by providing business development and marketing strategy support. The ideal candidate will be a quick learner who takes initiative and is able to work independently, exhibits high standards, and has a passion for providing excellent customer service. We respect your privacy and conduct this search with the highest confidentiality. Position Summary: This position acts as the liaison between the Marketing Director, the firm's financial advisors, its clients, and third-party custodians. Primary duties include: assisting the Marketing Director and the firm's marketing staff with maintaining and updating marketing materials, preparing portfolio reviews, scheduling appointments for new and existing clients, opening and maintaining client accounts, processing client requests, entering prospects and new clients in firm's CRM system, maintaining readily accessible client records, rendering exemplary client service, interacting with custodians, and providing administrative and operational duties that support to the rest of our team. Principal Duties and Essential Functions: - Provide comprehensive administrative support to the Marketing Director, financial advisors and other marketing staff. - Promptly respond to and resolve routine client inquiries and requests via phone, email and/or other contact methods to ensure timely completion. - Prepare client account paperwork, submit to custodians and communicate with clients on status. - Monitor daily custodial alerts, including cash management, account updates, etc., and follow-up as needed to resolve. - Execute account maintenance tasks, such as opening and maintaining client accounts and portfolio implementation monitoring. - Establish and maintain client files and records in CRM (Junxure) and portfolio management system (Tamarac) consistent with firm policies. - Arrange and coordinate appointments for new and existing clients, prepare meeting materials and confirm with participants. - Write and proofread business correspondence, report and documents; process expense reimbursements. - Perform general office duties such as efficient maintenance of all client files, copying, imaging, answering incoming calls as back-up to the front desk, and other office tasks to meet the ongoing needs of the firm. - Adhere to organizational code of ethics and follow policies and procedures. Requirements/Qualifications: - 4-year degree preferred - 2+ years of relevant experience in the securities or investment management industry - Experience with CRM systems (Junxure) is important - Strong interpersonal skills required to develop team and client relationships - Passionate about providing exceptional client service - Excellent communication and follow-up skills - Ability to work independently. Must be detail oriented and ensure a high level of accuracy - Confident self-starter that demonstrates initiative and good judgment - High ethical standards and the ability to place client's needs before one's own - Strong computer skills, including Microsoft Word, Excel, PowerPoint and Outlook At TELOS CAPITAL MANAGEMENT, INC., we are passionate about helping our clients achieve their financial goals and are committed to exemplary service. We recognize and value the contributions of each staff member to the overall success of the firm and strive to cultivate a work environment that strikes an agreeable balance between professional and personal lives. If you share these qualities, you can apply by e-mailing your resume to info@telosinc.com. We offer a competitive compensation, health and retirement benefits, vacation time, and paid holidays.