Client Service Associate

Our Client is looking for an entry level Client Service Associate at well established and growing RIA located in Costa Mesa, CA. The ideal candidate can be a recent grad with internship experience or a year or more of professional experience working with an RIA in operations.

Job Requirements & Qualifications:

· 1+ years’ experience in a client services role or recent grad with internship experience in financial planning.

· Dedication to high standards and performing at best practice level

· Strong problem-solving skills

· Solution oriented mindset

· Excellent communication, organizational, and follow up skills

· Superior attention to detail

· Ability to work through questions and concerns collaboratively

· Customer service oriented and a friendly disposition

· Experience with Microsoft office programs and Outlook

Job Duties:

· Support our Senior Client Services staff in regard to various administrative tasks. (ie. Running reports, sending meeting confirmations, data entry, auditing).

· Work directly with Senior Client Service staff to help support workflows and operations.

· Engage with our high-net-worth clients on routine tasks and troubleshooting. (ie. Logging into our client portal and DocuSign).

· Help prepare client paperwork for client execution.

· Other tasks as assigned.

Beneficial skills:

· Experience with Orion and Redtail CRM.

· Experience with Charles Schwab Adviser Center and Fidelity Wealthscape.

Work Schedule:

· Monday through Friday, in Costa Mesa, CA office 8:00AM to 4:30PM

Pay Rate:

$65,000 – $75,000

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.