Client Services Associate

4 weeks ago

Seal Beach, United States Solugenix Full time

Client Services Associate

Seal Beach, CA

Onsite - 7:00am - 4:00pm (100% onsite role)

Direct Hire

(Salaried Role)


We have an outstanding opportunity for an Client Services Associate in Seal Beach, CA. We are looking for someone that has previous working experience in the investments industry and has their Series 7 license.


Skills required:

  • Series 7 license.
  • Previous experience working in the investment industry (CFP or banking investment).
  • Strong communication, time management and organizational skills with attention to detail coupled with the mindset of how you can help the process be more efficient and effective.
  • Excellent verbal and written communication.
  • Must have great client/customer interfacing skills.

Job duties:

  • Support clients and team members through account opening and maintenance to ensure compliance with anti-money laundering and operational standards. Assist with project management.
  • Provide sales support to a Financial Planner.
  • Implement workflow assigned and track client service tasks.
  • Develop strong business relationships through proactive calling prospects and existing clients.
  • Process data entry account service requests and ensure appropriate documentation such as facilitating DocuSign and prepopulating forms for client signatures with accuracy in a timely manner.
  • Research and complete client requests.
  • Collect appropriate documentation from clients in secure fashion to set up new accounts and gather information for client reviews and assist with client meeting follow-up.
  • Educate clients on account services and capabilities including online and digital capabilities. How to log into their accounts.
  • Help manage scheduling, firm calendar, CRM data entry, task management, scanning client documents.

Annual Base Salary Range for CA, CO, IL, NJ, NY, WA, and DC: $55,000 to $70,000. Actual compensation offered may vary depending on factors including but not limited to, position offered, location, education, training and/or experience.


About Solugenix

Solugenix is an information technology services company known for its deep experience and knowledge in providing comprehensive technology services, solutions, and talent support for companies around the world. The company offers a variety of cutting edge and talent support solutions to promote growth and cutting-edge advancement to our esteemed clients and candidates. We provide these talent support solutions on a contract, contract-to-hire, and direct hire basis. We also have additional resources from our staffing partners to ensure the right match and expertise for the best result.

For over 50 years, global and local brands have trusted Solugenix as an added resource and partner in taking steps to ensure their immediate and future success. In addition to generating ground-breaking, industry-defining solutions, Solugenix has been delivering the talent and support needed to make it happen. We are dedicated to partnering with clients and candidates whose core values also foster a culture of professionalism, teamwork, and integrity.

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