BeverlyHillsRecruiter Since 2001
the smart solution for Beverly Hills jobs

Client Services Manager

Company: Advisor Business Solutions
Location: Beverly Hills
Posted on: July 28, 2022

Job Description:

Job DescriptionOur client is an established, growing RIA managing $120 mil AUM seeking a personable, detail oriented and reliable Client Service Manager located in Beverly Hills. Your superior client centric talents will be critical in an elegant office servicing HNW mid-career and pre-retiree clients. The Client Service Manager has strong organizational skills, is highly efficient and a proactive independent worker to support the lead wealth advisor. This position has tremendous growth opportunities.    Day-to-day responsibilities include but are not limited to:  

  • 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 
  • Ensure client information and documents are kept current 
  • Account document completion 
  • Assist in the creation and production of materials needed for client meetings 
  • Provide support to management for annual audits, regulatory filings, and additional ad-hoc projects 
  • Add and maintain client data in Client Management System  Qualifications: 
    • 5+ Years of experience in Wealth Management or Financial Services 
    • Series 65 preferred 
    • Comprehensive real working experience with Schwab Advisor Center or a similar platform 
    • Strong work ethic and drive to learn and contribute in a fast-paced performance-driven environment 
    • Polished communication skills and ability to interact professionally with all clients and office personnel. This includes both written and verbal communication 
    • Proficient in Microsoft Office with an emphasis on Excel and PowerPoint 
    • Must have a customer-centric attitude with a commitment to doing what is right for the client 
    • Ability to work independently 
    • Ability to manage multiple tasks and deadlines well 
    • Common sense  Location: Beverly Hills, CA   Compensation: $90,000 - $125,000 base salary, performance bonus, paid parking, benefits package      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.

Keywords: Advisor Business Solutions, Beverly Hills , Client Services Manager, Executive , Beverly Hills, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Beverly Hills RSS job feeds