Our client is a well-established RIA in Pasadena, CA that is currently experiencing growth. They are looking for a reliable and detail-oriented Client Service Manager to join their team. The ideal candidate must possess an exceptional knowledge of high-end concierge services for HNW and UHNW clients and possess strong organizational skills. The team operates at a fast pace and requires high-touch communication with clients, custodians, and internal departments.
Job Duties
- Developing expertise in in firm technology and software tools and platforms within the first year of employment and ultimately assume firm-wide training responsibilities for these platforms
- Building trusted, collaborative relationships with the custodian’s operations teams to properly and accurately execute deposits, withdrawals, and other transactions
- High-touch client service and daily use of the Schwab Advisor Portal
- Maintain client relationships through pro-active communication and prompt responses to client requests and inquiries
- Assist in the creation and production of materials needed for client meetings
- Add and maintain current client data and documents in Client Management System
- Schwab account onboarding
- Assist in the preparation and distribution of client reports
- Assist in the preparation of client and prospect presentations
- Identifying opportunities to improve the firm’s client service processes
Job Requirements & Qualifications
- 5+ years’ relevant experience with an RIA serving high net worth clients
- Dedication to high standards and performing at best practice level
- Ability to work through questions and concerns collaboratively Strong problem-solving skills
- Experience with office programs, Orion, Redtail CRM, and Schwab custodial platform
- Excellent communication, organizational, and follow up skills
- Solutions and customer service oriented
Compensation
- Salary: $80,000 – $90,000
Benefits
- Bonus eligibility
- Medical, dental insurance
- Vacation, Sick PTO
- 401k
Click here to apply for Client Service Manager in Pasadena, CA
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.