What are the responsibilities and job description for the Client Services Associate position at Measured Risk Portfolios, Inc.?
Measured Risk Portfolios (MRP) is a rapidly growing Independent Registered Investment Advisor headquartered in San Diego, California. Founded in 2007, and home of SynthEquity™, MRP services include asset management, retail wealth management, retail investment management, financial planning, and insurance brokerage services. It also acts as a third-party money manager for non-affiliated investment advisors.
We are seeking a talented, experienced, task-oriented, self-starter to fill an open full-time client service associate position.
This is an in-office position.
Experience assisting clients with financial transactions, including account opening, establishing money transfers, and account maintenance, is preferred. If you do not have this experience, it is required that you have previous client service experience in a business professional environment.
We are looking for someone who can solve time-sensitive matters independently. We are the liaison between the client and their money, and we are seeking someone who can manage multiple open workflows simultaneously while ensuring every client receives the utmost standard of care.
Most of our clients custody their funds at Charles Schwab; therefore, experience with this custodian will get you priority consideration.
Other platforms include Salesforce and Black Diamond. It is a given that you'll have mastery using all Office programs, including Outlook, Excel, Word, and PowerPoint.
Compensation will be competitively based on market rates and relevant experience.
Please attach a PDF copy of your resume. Cover letters are accepted, but not required.
Compensation Also Includes:
- Fully paid health and dental coverage
- 10 days paid time off
- 401k with matching contribution after meeting eligibility requirements.
- This position is non-exempt.
Qualifications:
Required: Willingness to work on a team, handle instruction, and a positive attitude.
Required: Experience in Financial Services or 2 years of experience in Client Service in a business setting.
Preferred: Account maintenance knowledge: Account types/opening/closing/ money movement
Preferred: Experience with Charles Schwab / Salesforce / Black Diamond.
Ability to handle multiple workflows with strict deadlines.
Proficiency in Microsoft Office is a must.
Task-oriented / Independent Problem Solver - Can create a robust checklist and complete promptly.
Willingness to learn new skills and processes in a fast-paced environment
Due to the sensitive nature of this role, a background check is required for consideration.
No phone calls, please! We're really busy helping our clients as it is!
**Serious Inquiries only**