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.
Advisor Business Solutions