Client Service Associate

This position is for a licensed or unlicensed, 1+ year experienced client service associate. Compensation is commensurate with experience and potential is high.

We are a boutique investment firm located in Encino, CA serving clients across the country. The role is responsible for servicing of existing clients. This is a dynamic role and every day will be different with the Associate wearing different hats and cross-training. Associate should have the ability to problem solve independently using our extensive backoffice resources and communicate proactively when needing additional guidance. Attitude and desire to learn is everything here.

We are looking for someone who wants to grow with a small, tight-knit team at an established and fast-growing firm. Your financial and professional advancement within financial services is as limitless as you allow it to be. Your primary responsibilities will be one of the primary point people supporting a large client book.

Responsibilities:

Serve as a primary point of contact for client account inquiries and service requests

Answer client calls and emails, resolving issues or routing them to the appropriate advisor

Schedule and help prepare for client meetings (agendas, reports, account summaries)

Process new account opening paperwork, handle account maintenance requests, and complete money movement requests

Requirements:

High proficiency with Microsoft Office products (i.e. Word, Excel, PowerPoint, etc.)

Ability to work in a fast-paced environment with high attention to detail

Superior communications skills, both oral and written; effective interpersonal skills

Ability to work well independently and within a team environment

Industry experience not required but you must be willing to learn

Job Type: Full-time, in-office

Compensation: $75K - $150K (commensurate with experience)

Benefits:

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Vision insurance

Schedule:

8 hour shift

Education:

Bachelor's (Required)

Customer service: 1+ year minimum (Required)

Series 7 (Optional)

Ability to Commute: Encino, CA 91436 (Required)

Work Location: In person