Client Service Associate at Jobot
West Los Angeles, CA 90025
About the Job
Registered Investment Advisor - $$$ + Bonus + Profit Sharing
This Jobot Job is hosted by: Billy Mewton
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $60,000 - $100,000 per year
A bit about us:
We are a leading Registered Investment Advisor seeking a highly motivated and driven Client Service Associate to join our team. This role is integral to our success, as you will be responsible for providing first-class service to our clients and ensuring their wealth management needs are met with precision and care. This position offers a unique opportunity to work with a wide range of financial products and services, and help our advisors build lasting partnerships with our clients.
Why join us?
Job Details
Responsibilities:
1. Serving as the primary point of contact for our clients, addressing their inquiries about investment products, account transactions, and financial planning services.
2. Collaborating with financial advisors to develop, implement, and monitor comprehensive wealth management strategies that meet clients' financial objectives.
3. Assisting in the preparation of client reports and presentations, ensuring the accuracy of financial data and the clarity of investment insights.
4. Maintaining up-to-date knowledge of the financial market trends and leveraging this information to provide clients with informed advice.
5. Utilizing financial software, such as Advent Axys, Addepar, Fidelity, and Schwab, to manage client accounts, process transactions, and monitor investment performance.
6. Ensuring compliance with industry regulations and company policies in all client interactions and transactions.
Qualifications:
1. A minimum of 3 years of experience in the financial services industry, with a focus on wealth management and investment services.
2. Proficiency in using financial software, such as Advent Axys, Addepar, Fidelity, Schwab, and other related platforms.
3. Extensive knowledge of financial products, including mutual funds, investment portfolios, and custodian services.
4. Exceptional client service skills, with a proven ability to manage relationships with high-net-worth individuals.
5. Strong analytical skills, with the ability to interpret complex financial data and provide actionable investment insights.
6. Excellent communication and presentation skills, with the ability to explain complex financial concepts in a clear and concise manner.
This is a fantastic opportunity for a seasoned professional to further their career in a dynamic and collaborative environment. If you are passionate about financial services and committed to delivering exceptional client service, we would love to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Billy Mewton
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $60,000 - $100,000 per year
A bit about us:
We are a leading Registered Investment Advisor seeking a highly motivated and driven Client Service Associate to join our team. This role is integral to our success, as you will be responsible for providing first-class service to our clients and ensuring their wealth management needs are met with precision and care. This position offers a unique opportunity to work with a wide range of financial products and services, and help our advisors build lasting partnerships with our clients.
Why join us?
- Top compensation with consistent salary increases.
- Up to 20% discretionary performance bonus.
- Profit sharing plan.
- 401k with 3% employer contribution.
- 80% employer paid health insurance premiums.
- Generous PTO and paid holidays.
Job Details
Responsibilities:
1. Serving as the primary point of contact for our clients, addressing their inquiries about investment products, account transactions, and financial planning services.
2. Collaborating with financial advisors to develop, implement, and monitor comprehensive wealth management strategies that meet clients' financial objectives.
3. Assisting in the preparation of client reports and presentations, ensuring the accuracy of financial data and the clarity of investment insights.
4. Maintaining up-to-date knowledge of the financial market trends and leveraging this information to provide clients with informed advice.
5. Utilizing financial software, such as Advent Axys, Addepar, Fidelity, and Schwab, to manage client accounts, process transactions, and monitor investment performance.
6. Ensuring compliance with industry regulations and company policies in all client interactions and transactions.
Qualifications:
1. A minimum of 3 years of experience in the financial services industry, with a focus on wealth management and investment services.
2. Proficiency in using financial software, such as Advent Axys, Addepar, Fidelity, Schwab, and other related platforms.
3. Extensive knowledge of financial products, including mutual funds, investment portfolios, and custodian services.
4. Exceptional client service skills, with a proven ability to manage relationships with high-net-worth individuals.
5. Strong analytical skills, with the ability to interpret complex financial data and provide actionable investment insights.
6. Excellent communication and presentation skills, with the ability to explain complex financial concepts in a clear and concise manner.
This is a fantastic opportunity for a seasoned professional to further their career in a dynamic and collaborative environment. If you are passionate about financial services and committed to delivering exceptional client service, we would love to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
60,000 - 100,000 /year