What are the responsibilities and job description for the Senior Client Service Associate position at Advisor Business Solutions?
Our client is an established, growing RIA managing $5 bil AUM seeking a detail oriented and reliable Senior Client Service Associate located in Pasadena, CA. The ideal Senior Client Service Associate has exceptional knowledge of “white glove” concierge services with HNW and UHNW clients, very detail oriented and strong organization skills. The team has a fast-paced environment, needs a high communication touch with clients, custodians and internal departments. Must be a proactive, energetic and independent worker to support lead wealth advisors.
Day-to-day responsibilities include but are not limited to:
- High-touch client service and daily use of the Schwab Advisor Portal
- Attend client meetings
- Maintain client relationships through pro-active communication and prompt responses to client requests and inquiries
- Trading assets (mutual funds, ETFs, fixed income)
- Ensure client information and documents are kept current
- Account document completion
- Assist in the creation and production of materials needed for client meetings
- Provide support to management for annual audits, regulatory filings, and additional ad-hoc projects
- Add and maintain client data in Client Management System
Qualifications:
- 3 Years of experience in Wealth Management or Financial Services
- 3 Years min of experience trading
- Series 65 preferred
- Comprehensive real working experience with Schwab Advisor Center a must
- Strong work ethic and drive to learn and contribute in a fast-paced performance-driven environment
- Polished communication skills and ability to interact professionally with all clients and office personnel. This includes both written and verbal communication
- Proficient in Microsoft Office with an emphasis on Excel and PowerPoint
- Advanced experience with Microsoft Excel is preferred
- Experience with Orion is a plus
- Experience with iCapital is a plus
- Must have a customer-centric attitude with a commitment to doing what is right for the client
- Ability to work independently
- Ability to manage multiple tasks and deadlines well
Location: Pasadena, CA. This is not a remote position, open to hybrid.
Company, Salary & Benefits Information:
- Part of a privately held financial and insurance services firm in business for more than 50 years.
- Good work environment.
- Strong team atmosphere.
- Strong benefits package.
- Flexible work schedules.
- Salary range $70,000 - $80,000, Starting salary commensurate with experience.
About Us
Advisor Business Solutions provides staffing, strategic marketing and training services for financial services, government, and corporations nationwide. Our 20 year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.
Salary : $5 - $70,000