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Client Service Associate

Company: Advisor Business Solutions
Location: Beverly Hills
Posted on: May 12, 2022

Job Description:

Job DescriptionOur client is an established, growing RIA managing $120 mil AUM seeking a personable, detail oriented and reliable Client Service Associate 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 Associate has strong organizational skills, is highly efficient and a proactive independent worker to support the lead wealth advisor. This position has tremendous growth opportunities. Requirements:

  • Must be savvy with HNW client relationships, have strong knowledge of white glove service and efficiently solving problems
  • Excellent communication skills, strong experience with taking detailed notes and promptly entering information into CRM
  • Strong understanding of back-office procedures, onboarding process, managing paperwork and money movement, Schwab custodian experience a plus
  • Keen ability using online dashboards for workflows, following through with pending tasks status through completion
  • Manage calendars, appointments, follow up reminders, and exceptional time management skills
  • Must be able to demonstrate abilities with meeting preparation, scheduling appointments, identifying priority tasks before/after client or prospect meetings with proactive follow up
  • Works collaboratively with back-office operations, outsourced financial planning team and office vendors, ability to promptly identify, address and solve problems Qualifications:
    • Bachelor's Degree
    • Financial Services experience: 1 - 3 years
    • Must demonstrate interpersonal skills and collaborative team success within the financial services industry
    • Must be highly organized, ability to take excellent notes and be an enthusiastic, effective team member
    • Knowledge of financial planning processes is a plus
    • Technology experience preferred: Docusign, Microsoft Office suite, Redtail, Asanta, Schwab Institutional
    • Video meeting experience using Zoom Location: Beverly Hills, CA Wilshire Office Tower PenthouseCompensation: $60,000 - $70,000 base salary, performance bonus, paid parking, benefits package

      About UsAdvisor 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 Service Associate, Other , Beverly Hills, California

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