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Evergreen GaveKal (Evergreen) is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments.Since 1983, one key directive has guided how we oper...[show_more][last_updated.last_updated_variable_hours]
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Regional Parks Department (RPK).The Sonoma County Department is hiring lifeguards to.As a Lifeguard you will have the opportunity to work in a variety of environments, and perform duties that inclu...[show_more][last_updated.last_updated_variable_days]
Compensation: Varies per assignment.Location: Remote (USA) Company: ProductReviewJobs Thank you for your interest in becoming a Paid Product Tester.This opportunity is for completing market researc...[show_more][last_updated.last_updated_30]
We’ve been working hard for our customers since 1889 when we invented the uniform and linen rental industry.Alsco Uniforms has grown into a worldwide leader serving over 350,000 customers in 13 cou...[show_more][last_updated.last_updated_1_day]
If you find yourself looking for a fulfilling career.Branch Office Administrator (BOA) role may be the right opportunity for you.BOAs team up with financial advisors to help clients achieve their l...[show_more][last_updated.last_updated_variable_days]
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet...[show_more][last_updated.last_updated_30]
Pay Rate Low: 22 | Pay Rate High: 24.The Assembly Technician is responsible for assembling high-quality medical devices in accordance with approved work instructions, SOPs, and quality requirements...[show_more][last_updated.last_updated_variable_days]
While being a Hospice Volunteer at Sutter Care at Home, the greatest gift you can offer is your time, compassionate nature, and your willingness to listen.Bilingual volunteers are needed to help br...[show_more][last_updated.last_updated_variable_days]
Pilates workouts that tone, sculpt, and redefine your body and mind in just 45 minutes! BODYROK is a rapidly growing company looking for like-minded fitness enthusiasts.At BODYROK we are committed ...[show_more][last_updated.last_updated_variable_days]
As a Truck Driver in the Army National Guard, you are the backbone of military support.By transporting cargo and supplies, you’ll play an integral role in keeping the Guard moving forward.In this r...[show_more][last_updated.last_updated_1_day]
Note : This is an educational program, not a job.Successful completion of the program does not guarantee employment but will equip you with valuable skills for the healthcare job market.Are you pas...[show_more][last_updated.last_updated_variable_days]
Outreach Coordinator II (Northern California).The Center for Caregiver Advancement (CCA) is building the workforce of highly trained caregivers that many Californians can’t live without.For over tw...[show_more][last_updated.last_updated_variable_days]
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Client Service Associate
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Client Service Associate
Evergreen GavekalSanta Rosa, CA, United States[job_card.variable_hours_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
Evergreen GaveKal (Evergreen) is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments. Since 1983, one key directive has guided how we operate: the unwavering commitment to our clients and their investments. Our strategic array of financial services provides a wide spectrum of investment solutions to tackle today’s increasingly complex global markets.
Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.
Evergreen is continuing to expand its San Francisco Bay Area office. We are looking for a professional who is passionate about working in wealth management. This person should be personable, detail-oriented and be able to work with limited supervision.
We are a small team and are looking to invest in someone for the long term. The new Associate would work in Schwab Advisor Center, Tamarac, among other platforms. Job responsibilities include the following:
Duties and Responsibilities
Client Service and Account Maintenance
- Provide support or serve as back-up to client service-related functions (cash movements, client reporting outside of periodic reports).
- Create new accounts, groups, and households in the portfolio accounting system and client relationship management platform.
- Reconcile and maintain client accounts with custodian records; reconcile groups and households in portfolio accounting system.
- Track and update cost basis information; collect and save documents to support cost basis information.
- Gather 1099s, K-1s, and other tax documents as requested by clients and accountants.
Quarterly Reporting
- Generate reports from portfolio accounting system and upload them to the client portal.
Private Investments
- Fill out subscription documents and coordinate with private investment managers.
- Liaise with our private investment teams and custodian as needed.
- Reconcile and maintain manual client accounts with private investment administrators’ records in portfolio accounting system.
- Track and tag clients’ intra-group asset flows in portfolio accounting system.
Qualifications/Competencies
- Ability to work well under pressure with aptitude in prioritizing tasks.
- Proactive and works well with minimal supervision.
- Strong verbal and written communication skills.
- Excellent attention to detail with ability to analyze quantitative and qualitative data.
- Interest in streamlining processes. xywuqvp
- 2 to 5 years experience with a registered investment advisor or investment/asset management firm.