Client Service Associate

The Rand Group; Newport Beach (CA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health, Dental, Vision, and Life Insurance

Vacation and PTO days

Job summary

A leading financial services firm in Newport Beach seeks a client services support professional to manage client accounts and assist with administrative tasks. The ideal candidate will have a degree in finance, strong organizational skills, and the ability to thrive in a fast-paced environment. This full-time position offers a competitive salary and benefits.

Qualifications

• 3+ years of experience in Financial Services, including internships.
• Series 7, 66, 63/65 licenses and CA Insurance License preferred.
• Ability to work effectively in a fast-paced environment.

Responsibilities

• Provide customer service to clients and manage financial accounts.
• Prepare documents and presentations for client meetings.
• Assist with onboarding tasks and maintain client files.

Skills

Customer Service

Organizational Skills

Interpersonal Skills

Detail-oriented

Team-oriented

Education

BA/BS degree in finance or a related field

Tools

MS Office

Salesforce CRM

Job description

With offices in California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services, primarily to high-net-worth individuals and families nationwide. The company’s distinct wealth management brand applies to a true fiduciary standard of care for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy, risk management, and strategy implementation.

Our firm is a group of team players working closely to achieve high-performance results through shared objectives. We hold each other accountable for goals and support each other to provide our clients with a unique experience catered to their individual needs.

This is an in-office Monday - Friday position in our Newport Beach office.

What You’ll Do

We are looking for a creative, well-organized, self-motivated individual with professional communication skills to support client services and general administration. You will report to the Managing Director/Partner. The ideal candidate is service-oriented, coachable, a team player, flexible, adaptable, and eager to learn about different roles within the company.

• Provide customer service to clients and manage the administration of client financial accounts, including financial transactions.
• Prioritize and organize workflows, and oversee all facets of operations.
• Prepare important documents and PowerPoint presentations for client meetings.
• Assist with setting up new investment accounts—drafting emails, preparing welcome materials, account distributions, and onboarding tasks.
• Respond to questions regarding accounts and procedures.
• Offer administrative and office management support to the team.
• Coordinate current and prospective client communications.
• Assist with data collection, data input, and presentations for financial planning.
• Maintain client files within the Salesforce CRM system.
• Support minor marketing functions and manage daily administrative tasks related to client communication and marketing efforts.
• Contribute to collaborative efforts and organize promotional events in Hawaii.

What You’ll Bring

• BA/BS degree in finance or a related field preferred.
• Series 7, 66, 63/65 licenses, and CA Insurance License not required but preferred.
• 3+ years of experience in Financial Services, including internships involving customer service or financial analysis.
• Proficiency in MS Office applications (Word, Excel, PowerPoint).
• Detail-oriented with strong organizational skills.
• Ability to work effectively in a fast-paced, high-pressure environment.
• Self-starter capable of working independently.
• Excellent interpersonal, organizational, and client service skills.
• Team-oriented mindset and flexibility to perform various tasks.

What We Offer

• Annual base salary ranging from $65,000 to $85,000 plus performance bonuses based on qualifications and experience.
• Health, Dental, Vision, and Life Insurance.
• Vacation and PTO days.

Additional Information

Seniority level: Entry level

Employment type: Full-time