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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