Client Service Associate

Pointwealth Capital Management; Los Angeles (CA); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Paid time off

Vision insurance

Job summary

Pointwealth Capital Management in Encino, CA seeks a licensed or unlicensed client service associate with 1+ year of experience to support a large client book. The role is full-time in-office with daily variation and cross-training.

You will handle client inquiries, schedule meetings, process new accounts and money movements, using back-office resources. Compensation ranges from $75,000 to $150,000, commensurate with experience, with benefits including 401(k), matching, health and vision

Qualifications

• Proficient in Microsoft Office (Word/Excel/PowerPoint)
• Strong written and verbal communication skills
• Able to work independently and in a team
• Willing to learn and grow in financial services

Responsibilities

• Serve as a primary point of contact for client inquiries and service requests
• Answer calls/emails and route to the advisor as needed
• Schedule and prepare for client meetings (agendas, reports, summaries)
• Process new accounts, maintenance requests, and money movements

Skills

MS Office

Attention to detail

Communication skills

Independent working

Team collaboration

Education

Bachelor's degree

Job description

This position is for a licensed or unlicensed, 1+ year experienced client service associate. Compensation is commensurate with experience and potential is high.

We are a boutique investment firm located in Encino, CA serving clients across the country. The role is responsible for servicing of existing clients. This is a dynamic role and every day will be differentwith the Associate wearing different hats and cross-training. Associate should have the ability to problem solve independently using our extensive backoffice resources and communicate proactively when needing additional guidance. Attitude and desire to learn is everything here.

We are looking for someone who wants to grow with a small, tight-knit team at an established and fast-growing firm. Your financial and professional advancement within financial services is as limitless as you allow it to be. Your primary responsibilities will be one of the primary point people supporting a large client book.

Responsibilities

• Serve as a primary point of contact for client account inquiries and service requests
• Answer client calls and emails, resolving issues or routing them to the appropriate advisor
• Schedule and help prepare for client meetings (agendas, reports, account summaries)
• Process new account opening paperwork, handle account maintenance requests, and complete money movement requests

Requirements

• High proficiency with Microsoft Office products (i.e. Word, Excel, PowerPoint, etc.)
• Ability to work in a fast-paced environment with high attention to detail
• Superior communications skills, both oral and written; effective interpersonal skills
• Ability to work well independently and within a team environment
• Industry experience not required but you must be willing to learn

Job Type: Full-time, in-office

Compensation: $75K - $150K (commensurate with experience)

401(k)

401(k) matching

Health insurance

Paid time off

Vision insurance

Schedule:

8 hour shift

Education:

Bachelor's (Required)

Customer service: 1+ year minimum (Required)

Series 7 (Optional)

Ability to Commute: Encino, CA 91436 (Required)