Wealth Management: Client Services Associate (Onsite Irvine)

Cooper McManus; Irvine (CA); Presencial; USD 60 000 - 75 000; Tempo integral

Resumo da oferta

Cooper McManus Wealth Management in Irvine, CA, is seeking a Client Services Associate to keep advisor operations running smoothly and to deliver a first-rate client experience at every touchpoint. This full-time, on-site role supports account openings, paperwork processing, and daily client service tasks within a boutique but busy wealth management practice.

You will coordinate calendars, handle paperwork, and maintain accurate notes in Salesforce, while communicating clearly with clients and

Qualificações

• 2–3+ years in financial services.
• Proficient in Salesforce, DocuSign, Excel, Word, Outlook, Teams and Zoom.
• Hands-on experience with Charles Schwab advisor/custodial platform: processing new accounts, transfers, maintenance requests; resolving NIGOs; tracking through completion.
• Strong organization, planning ahead, prioritizing, and meeting deadlines.
• Clear, courteous communication with clients, colleagues, and outside professionals.

Responsabilidades

• Open new accounts: process DocuSigns and resolve NIGOs.
• Manage advisor calendars; schedule and confirm client meetings.
• Correspond with clients on paperwork, asset transfers, and account maintenance.
• Troubleshoot client account issues.
• Document notes and maintain records in Salesforce.
• Collect confidential client documents and send tax information.
• Support cashiering, insurance applications, and quarterly performance reports.

Conhecimentos

Strong organization

Clear client communication

Deadline management

Team collaboration

Ferramentas

Salesforce

DocuSign

Excel

Word

Outlook

Teams

Zoom

Descrição da oferta de emprego

Cooper McManus Wealth Management in Irvine, CA, is seeking a Client Services Associate to keep advisor operations running smoothly and to deliver a first-rate client experience at every touchpoint. This full-time, on-site role supports account openings, paperwork processing, and daily client service tasks within a boutique but busy wealth management practice.

You will coordinate calendars, handle paperwork, and maintain accurate notes in Salesforce, while communicating clearly with clients and