Client Service Associate

Screaming Eagle Wealth Management; Ventura (CA); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

401(k) with 3% employer contribution

10 PTO days and 9 holidays per year

Work/Life Balance with a Monday-Friday Schedule

Job summary

Screaming Eagle Wealth Management in Ventura, CA is seeking a full-time Client Service Associate to deliver excellent service to clients. This role is crucial for managing client requests and executing deliverables.

The ideal candidate will have at least 2 years of experience in financial services, strong communication skills, and a proactive approach to problem-solving. The position offers a salary range of $70K-$110K with great benefits including health insurance and a balanced work-life schedule.

Qualifications

• 2 years of financial services experience.
• Adept at using technology and third-party software.
• Ability to prioritize tasks, problem-solve, and meet deadlines.

Responsibilities

• Respond to client requests with timeliness and accuracy.
• Process account opening applications and custodial tasks.
• Manage notes and workflows in the CRM.
• Execute client deliverables after advisors' meetings.
• Communicate with clients regarding scheduling and paperwork.

Skills

Financial services experience

Technology proficiency

Problem-solving

Communication

Organization skills

Detail-oriented

Proactivity

Tools

Microsoft Office

CRM systems

Job description

Screaming Eagle Wealth Management is a Wealth Management Firm in Ventura, CA and we are seeking a full-time Client Service Associate to join our team. We are committed to helping our clients meet their goals, and exceptional client service is a top priority for us. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!

This position will be in-office with the possibility of hybrid work schedule after a three-month training period.

Compensation

• Salary range of $70K-$110K, commensurate with relevant experience
• Great Work/Life Balance with a Monday-Friday Schedule
• Health, Dental, and Vision Insurance
• 401(k) with 3% employer contribution
• 10 PTO days in the first year plus 9 yearly holidays

Responsibilities

• Respond to client requests with timeliness and accuracy
• Process account opening applications, transfer paperwork, money movements and/or other various custodial tasks
• Manage notes, activities, workflows and reports in our CRM
• Manage and execute client deliverables after the advisors’ meetings and communicate with clients to follow up
• Communicate with clients via phone and email regularly regarding scheduling, paperwork, and follow up tasks
• We are a team that is always striving to improve our processes, and we ask our entire team to help identify areas where we can improve. We want your input to help the firm and this position improve over time!

Requirements

• 2 years of financial services experience
• Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
• Ability to prioritize tasks, problem-solve, and meet deadlines
• Proactive Go-Getter – take initiative to handle what you can without being asked
• Organization skills & attention to detail
• Ability to work independently while prioritizing projects and managing your time – we do not micromanage
• Ability to learn and implement new technology and software
• Ability to communicate well and work in a collaborative environment
• Ability to follow office processes and policies related to office operations & client privacy
• Experience with our systems/software is not required but please mention it if you have used: A360, WealthBox, LPL ClientWorks, eMoney, Income Lab, Holistiplan, Nitrogen, Wealth.com.