Client Service Associate

With offices in California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services, primarily to high-net-worth individuals and families nationwide. The company’s distinct wealth management brand applies to a true fiduciary standard of care for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy, risk management, and strategy implementation. Our firm is a group of team players working closely to achieve high-performance results through shared objectives. We hold each other accountable for goals and support each other to provide our clients with a unique experience catered to their individual needs. This is an in-office Monday - Friday position in our Newport Beach office. What You’ll Do We are looking for a creative, well-organized, self-motivated individual with professional communication skills to support client services and general administration. You will report to the Managing Director/Partner. The ideal candidate is service-oriented, coachable, a team player, flexible, adaptable, and eager to learn about different roles within the company. Provide customer service to clients and manage the administration of client financial accounts, including financial transactions. Prioritize and organize workflows, and oversee all facets of operations. Prepare important documents and PowerPoint presentations for client meetings. Assist with setting up new investment accounts—drafting emails, preparing welcome materials, account distributions, and onboarding tasks. Respond to questions regarding accounts and procedures. Offer administrative and office management support to the team. Coordinate current and prospective client communications. Assist with data collection, data input, and presentations for financial planning. Maintain client files within the Salesforce CRM system. Support minor marketing functions and manage daily administrative tasks related to client communication and marketing efforts. Contribute to collaborative efforts and organize promotional events in Hawaii. What You’ll Bring BA/BS degree in finance or a related field preferred. Series 7, 66, 63/65 licenses, and CA Insurance License not required but preferred. 3+ years of experience in Financial Services, including internships involving customer service or financial analysis. Proficiency in MS Office applications (Word, Excel, PowerPoint). Detail-oriented with strong organizational skills. Ability to work effectively in a fast-paced, high-pressure environment. Self-starter capable of working independently. Excellent interpersonal, organizational, and client service skills. Team-oriented mindset and flexibility to perform various tasks. What We Offer Annual base salary ranging from $65,000 to $85,000 plus performance bonuses based on qualifications and experience. Health, Dental, Vision, and Life Insurance. Vacation and PTO days. Additional Information Seniority level: Entry level Employment type: Full-time #J-18808-Ljbffr