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Company Name : Advisor Business Solutions
Location : Los Angeles, CA
Position : Client Service Associate (Remote)
Job Description : Our client is an established, highly successful and growing RIA seeking a personable, detail oriented and reliable Client Service Associate. The Client Service Associate is an integral part of the team, serving as the connection between the firm and the clients.
The Client Service Associate must exhibit great attention to detail, excellent communication and time management skills, good judgment, and an ability to take initiative and prioritize daily tasks.
Responsibilities
Answer incoming calls, update, and manage client and prospect activity notes in CRM, coordinate schedules
Responsible for client onboarding for financial planning and investment management accounts
Help clients open new investment accounts quickly and accurately, with emphasis to maintain a positive client experience
Assist in the transfer of funds and securities, issue checks as requested, and ensure a high level of accuracy with client data.
Engage in weekly office “catch-up” meetings, ensuring Advisory and Client Services teams are informed of details and activities associated with clients’ transactions and accounts, and are prepared for upcoming client meetings
Manage office files and software to be consistent with firm policies and compliance requirements
Data input, reconciliation for billing and performance reports
Gather and organize research to prepare, create presentation materials
Support client communication updates including blog, social media, website, and office events
Desired Skills and Knowledge
Bachelor’s degree
2-4 years of experience working in a professional office environment with an emphasis on client services and/or operations
Excellent communication skills (verbal, written and listening)
Exceptional daily punctuality, time management and strong organizational skills
Ability to follow directions and work with minimal supervision and ability to manage confidential information
Financial industry knowledge and/or experience
Prior experience with investments and financial planning applications like eMoney, Morningstar Office, Redtail, etc.
Experience working with custodial platforms
California residents preferred.
Benefits and Compensation
Work virtually
Hours weekly: 40 hours+
Beginning Salary range: $60,000 – $70,000, Depending on Experience
About Us
Advisor Business Solutions provides staffing, strategic marketing and training services for financial services, government, and corporations nationwide. Our 20+ year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.
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