Client Experience Advisor — Hybrid

Signature Estate & Investment Advisors, LLC; Redondo Beach (CA); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Signature Estate & Investment Advisors, LLC is seeking a client service oriented assistant to support the lead advisor and team of three. You will assist from initial prospect introductions to onboarding and ongoing client servicing.

Office hours are Mon–Fri 8:30am–5:00pm with a hybrid option on Fridays. The role calls for handling portfolio reviews, call answering, emails, paperwork preparation, data maintenance, and meeting scheduling using Outlook.

Qualifications

• Bachelor's Degree from a four-year college or university.
• Minimum two years of financial services experience.
• Preferred FINRA licenses Series 7 and 66.
• Computer skills: Excel, Outlook, Word, PowerPoint, and CRM software.

Responsibilities

• Manage portfolio review process for clients and prospects.
• Answer the main service line and respond to requests over the phone.
• Reply to client and advisor emails.
• Review and submit account opening paperwork timely.
• Maintain accounts including openings, transfers, and address changes.

Skills

Client service

Communication

Education

Bachelor's Degree (BA)

Tools

Excel

Outlook

Word

PowerPoint

CRM

Job description

Signature Estate & Investment Advisors, LLC is seeking a client service oriented assistant to support the lead advisor and team of three. You will assist from initial prospect introductions to onboarding and ongoing client servicing.

Office hours are Mon–Fri 8:30am–5:00pm with a hybrid option on Fridays. The role calls for handling portfolio reviews, call answering, emails, paperwork preparation, data maintenance, and meeting scheduling using Outlook.