Wealth Management Client Associate at Jobot
Newport Beach, CA 92660
About the Job
This Jobot Job is hosted by: Scott Filbin
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $65,000 - $80,000 per year
A bit about us:
Exciting opportunity with entreprenurial, financially stable and growing boutique wealth management firm. Looking for a solid Client Associate to support 2 financial advisors with growth opportunity to Relationship Manager.
Why join us?
Job Details
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within firm to address all service needs of their clients.
Responsibilities:
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $65,000 - $80,000 per year
A bit about us:
Exciting opportunity with entreprenurial, financially stable and growing boutique wealth management firm. Looking for a solid Client Associate to support 2 financial advisors with growth opportunity to Relationship Manager.
Why join us?
- Work directly with 2 financial advisors to service exclusive book of high-net-worth clients
- Opportunity to grow into relationship manager role
- 401(k) with matching contributions
- Annual Salary + Bonus / Profit Sharing based on firm-wide profitability & individual performance
- Health Benefits
- Boutique high-end office space in Newport Beach
- Firm supports professional designations & career advancement
Job Details
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within firm to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the firms clients through educating them on all of the service and offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the firm's policies and procedures to support operational excellence, protect the firm's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the firm's offerings while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement:
- Undergraduate degree required and 2+ years of relevant experience
- Series 65 License Preferred
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
65,000 - 80,000 /year