Senior Investment Client Services Specialist

Addison Group; Los Angeles (CA); In loco; USD 70.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Eligible for Dental

Eligible for Vision

Eligible for Medical

401(k)

Descrizione del lavoro

A financial services company is seeking a Senior Client Service Associate to provide high-touch operational and client support in a fast-paced environment. The role involves managing client onboarding, addressing inquiries, and ensuring seamless account management. Candidates should have 5+ years of experience in investment or wealth management, strong organizational and communication skills, along with proficiency in Microsoft Office. This position offers a chance to engage directly with clients and advisors, making it vital for ensuring client satisfaction and operational efficiency.

Competenze

• 5+ years of experience in a similar role within investment management or wealth management.
• Strong understanding of financial services concepts and operational workflows.
• Self-starter with the ability to manage multiple priorities.

Mansioni

• Coordinate service and operational activities for clients.
• Manage the new client onboarding process.
• Respond to client inquiries and ensure service requests are completed.

Conoscenze

Client servicing

Problem-solving

Organizational skills

Interpersonal communication

Technical proficiency in Microsoft Office

Formazione

Bachelor’s degree in finance or a related field

Strumenti

Microsoft Excel

Microsoft Word

Microsoft Outlook

Descrizione del lavoro

A financial services company is seeking a Senior Client Service Associate to provide high-touch operational and client support in a fast-paced environment. The role involves managing client onboarding, addressing inquiries, and ensuring seamless account management. Candidates should have 5+ years of experience in investment or wealth management, strong organizational and communication skills, along with proficiency in Microsoft Office. This position offers a chance to engage directly with clients and advisors, making it vital for ensuring client satisfaction and operational efficiency.