Our client is a successful wealth management firm seeking an experienced Sr. Client Service Associate for their boutique firm in Pasadena, CA. This position will be in-office five days a week. Qualified candidates must demonstrate experience with HNW client services, confidentiality, excellent communication, and problem-solving skills in a highly collaborative team environment. Candidates with operations background and “white glove” client relationship experience are highly preferred.
Qualifications:
Knowledge of investment and portfolio administration such as fund transfers and withdrawals, RMDs, capital gains, and losses, calculation of stepped-up cost basis, ACATs, new account documentation, and classification of securities. Schwab Institutional custodial platform is preferred.
Responsibilities:
- Engage and promptly address HNW client requests with a “concierge role”
- Open new accounts, process client money movement requests
- Support operations manager with account requests, back office support, preparing reports and special projects
- Support data gathering and planning requests for financial planners as needed
- Office team backup for administrative support, answering phones, follow-up requests
- Flexibility to support team in operations, client servicing, and planning
- Thoroughly document daily activity, follow-up items and notes in CRM
- Schwab custodian liaison for back office processing requests
Preferred Skills:
- Excellent phone and client service skills
- Strong organization and management skills
- Ability to be accountable and finish tasks with little supervision
- Quick thinker, ability to make decisions and judgment calls independently
- Excellent attention to detail
- 5+ Years of Experience in Financial Services
- Proficient in Microsoft Office applications – Excel, Word, PowerPoint, Publisher
- Strong computer skills in Excel, Microsoft Office Suite, ACT, Salesforce, and Tamarac
Required Education:
- Bachelor’s Degree
Job Type and Benefits:
- Full-time
- Health and Dental
- Profit Sharing Plan
- Parking included
Job Type: Full-time
Salary: $70k – $90k Depending on experience
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