Evergreen Services Group is a San Francisco based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, Financial Software and Government Services. We are driven by a people first mission to marry capital allocation with inspired operations, thus creating North America’s best home for businesses.

The Evergreen holding company team is comprised of 35+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM.

Job Description

As a Client Service Specialist at an Evergreen-backed operating company, you will be responsible for opening accounts, transferring assets, and other account maintenance requests. Placed at one of our newly acquired operating companies in the wealth management space, you will serve as the liaison between the company and its custodian partners. This will include administration and operational support to the team of Financial Advisors and our clients. They will work on projects to maximize efficiency, utilize various internal systems, and learn process-based workflows to service ongoing client requests. The ideal candidate is a self-starter, a team player, energetic, proactive, hardworking, flexible, and resourceful.

Location: San Francisco Bay Area

Duties and Responsibilities

• Investigates and answers operationally driven client inquiries
• Provides ongoing day-to-day support to our high-net-worth clients
• Responds to client requests in a timely manner (such as but not limited to onboarding new clients, coordinating client requests, money movement, general client account maintenance, generating reports, and updating restrictions)
• Serves as a primary liaison between the company and Custodians (Schwab/TD Ameritrade and Fidelity)
• Completes daily administrative tasks and updates internal systems
• Answers phones and directs calls as backup to the Workplace Experience Coordinator

Qualifications

• A minimum of 3-5 years of RIA Operations/Client Service experience
• Basic financial services knowledge/experience
• Notary Public (or willing to obtain this after employment)
• Bachelor’s degree
• CRM, portfolio account software, and custodian web-interface experience required
• A strong work ethic and stellar communication skills
• Ability to work independently but also be a proactive contributing team member
• Strong attention to detail and ability to follow through on projects effectively
• Ability to multi-task and a drive to succeed
• Strong desire to learn and contribute to a team-oriented environment
• Flexibility and willingness to adapt to changing priorities
• Must have a mode of transportation for travel (occasional notary/client meetings)

Salary and Benefits

• The expected base salary for this position will range from $70-100K plus eligibility for a bonus based on successfully completing metrics. Actual compensation may vary from posted base salary depending on your confirmed job-related skills and experience.
• Bonus plan (eligible after 6 months) based on successfully completing team metrics
• Medical, dental, and vision coverage, Flexible Spending Account/Health Savings Account and 401K plan

We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application!