Wealth Management Client Services Pro

Curated Wealth Partners; El Segundo (CA); In loco; USD 95.000 - 105.000; Tempo pieno

Vantaggi offerti da questo lavoro

Eligible for profit-sharing plan

401(k) with 4% employer matching

Company paid health, dental, and vision insurance

Unlimited PTO

Regular staff lunch and learns

Collegial and collaborative work environment

Opportunity for salary increase with growth

Descrizione del lavoro

A wealth management firm in El Segundo, CA is seeking a Client Service Associate to handle client service requests and provide administrative support to advisors. Responsibilities include managing documentation, client information, and complex financial issues. Ideal candidates will have 3+ years in the financial services sector with skills in client relationship management and various software tools. This position offers a competitive salary and comprehensive benefits including 401(k) matching and unlimited PTO.

Competenze

• 3 years of experience in wealth management or financial services.
• Experience with Schwab Advisor Center.
• Ability to manage various tasks and calendar items.
• Professional administrative writing and verbal communication skills.
• Ability to work independently and prioritize tasks.
• High attention to detail.
• Excellent client service and relationship management skills.
• Experience with Salesforce, Fidelity, Addepar, or Monday.com is a plus.

Mansioni

• Respond to and manage client service requests via phone, email, and CRM.
• Move money among different accounts at the direction of Senior Advisors.
• Handle documentation and execution of opening accounts.
• Prepare subscription documents for different investments.
• Enter and maintain client info in CRM and client records.
• Provide administrative support to the firm’s Advisors.
• Coordinate with teams to manage client service requests.
• Work through complex issues involving alternative investments.

Descrizione del lavoro

A wealth management firm in El Segundo, CA is seeking a Client Service Associate to handle client service requests and provide administrative support to advisors. Responsibilities include managing documentation, client information, and complex financial issues. Ideal candidates will have 3+ years in the financial services sector with skills in client relationship management and various software tools. This position offers a competitive salary and comprehensive benefits including 401(k) matching and unlimited PTO.