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| Associate Client Services - Hybrid Remote | |
| Job ID: | 00004JC4 |
| Category: | Accounting |
| Location: | CA Westlake Village |
| Hours: | 40 Monday to Friday 8am to 5pm |
| Pay: | $67,000.00 $70,000.00 |
| Hybrid Remote opportunity in Westlake Village CA | |
| Job Description Leading global wealth management firm that offers diversified wealth management services to private clients, endowments and foundations, investment companies and institutions in the U.S. and Canada. Seeking an Associate Client Services to join our team. Will provide support to an advisor or team of advisors. The Client Services team focuses on delivering the full scope of the firms wealth and investment services to individuals, private clients, foundations, endowments, and investment advisors. Will play a key role in creating a simple and elegant service experience for our clients.Maintain existing client relationships as a primary point of contact for inquiries related to account maintenance, cash management, distributions, and investment reporting. Assist the wealth advisor, financial planner, and internal departments operations, investments, billing, etc. to ensure client requests are executed within defined service level agreements. Research and resolve routine to moderately complex client issues leveraging internal support resources andor escalate as appropriate to management. Participate in client meeting scheduling, preparation and attend client meetings, events, and seminars as needed. Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing. Coordinate new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client household setup, welcome calls, and proactive communication with clients. Understand and adhere to outlined company policies and procedures to ensure client activities are handled with firm standards. Track and document client interactions, activities, and meetings in CRM, ensuring notes are input in a timely and compliant manner. Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts, and service providers. Participate i | |
| Skills Required BA Degree. 1+ yr exp working for a financial services company. Ability to handle a large client base. Excellent communication skills. | |
| Skills Preferred Series 65, Series 66 license or CFP designation is a plus.Degree preferably in Business Finance Economics or related Experience with Tamarac Advisor View, CRM Salesforce, and custodian websitesSchwab, Fidelity, TD Ameritrade, Pershing, NBIN a plus | |