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Job Number: 2157972

Job Title:
Client Support / Investment Firm
Location: Los Altos, CA
Job Title:
Client Support / Investment Firm

With a staff of 5, job responsibilities cross many fields with everyone working as a team. Listed below are the primary responsibilities for the position. The individual will be further cross trained in other areas of Mutual Fund support, Client Relationship and Compliance to further enhance our overall ability to meet client's needs.

Client Relationship

Produce Account documents and supporting compliance documents for new clients and documents for existing clients as changes are made to their accounts.

Maintain and update document procedures based on new forms or regulations change

Mutual Fund Support

Verify daily fund prices

Monitor and update cloud-based database for client accounts and supporting documentation.


Maintain Medallion Log

Maintain Monthly blotters

Maintain and update document procedures as new forms or regulations change

Assist with updating of Compliance Manual

Office Duties

Answer Phone and provide client support

Process Incoming and Outgoing Mail

Update daily activity log

Maintain office calendar including monitoring insurance license renewal, office insurance renewals

Maintain Office/Client Gmail Directory

Job Title:
Client Support / Investment Firm
Location: Los Altos, CA

About Nelson:

If you're looking for a new opportunity, the recruiting and staffing experts at Nelson can help. We work with companies of all types and sizes across all industries. We help people like you find exciting roles with employers ranging from Fortune 100, government, and nonprofit organizations to local businesses, industry leaders, and the most agile start-ups. The candidates we work with appreciate our responsive approach, genuine relationships, and exceptional service. With a commitment to transparency, authenticity, and credibility, we look forward to our jobs every day, and we're excited to help you find the job you've been looking for. Nelson is an EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.