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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

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