Client Services Associate

Client Services Associate | Cooper McManus Wealth Management Irvine, CA | Full-Time | 100% onsite Cooper McManus is an established Irvine wealth management firm managing over $2.5B for high-net-worth individuals and families. We're hiring a Client Services Associate to keep our advisors' operations running smoothly and give clients a first-rate experience at every touchpoint.

WHAT YOU'LL DO

Open new accounts: process DocuSigns and resolve NIGOs Manage advisor calendars; schedule and confirm client meetings Correspond with clients on paperwork, asset transfers, and account maintenance Troubleshoot client account issues Document notes and maintain records in Salesforce Collect confidential client documents and send tax information Support cashiering, insurance applications, and quarterly performance reports

WHAT YOU BRING

2-3+ years in financial services Fluency in Salesforce, DocuSign, Excel, Word, Outlook, Teams, and Zoom Hands-on experience with Charles Schwab's advisor/custodial platform, including processing new account applications, account transfers, and maintenance requests; resolving NIGOs; and tracking applications through completion. Strong organization: you plan ahead, prioritize, and meet multiple deadlines Clear, courteous communication with clients, colleagues, and outside professionals A team-first attitude and willingness to pitch in where needed

WHO THRIVES HERE

Someone who likes a fast pace, catches the details others miss, and solves problems without waiting to be asked. There is room to grow with a firm that expects excellence. #J-18808-Ljbffr Cooper McManus