Client Experience Associate

1 month ago

Santa Monica, United States Quantum Financial Advisors Full time

Who we are:

Quantum Financial Advisors is a comprehensive financial advisory firm that focuses on helping our clients thrive. We work with clients of all sizes and types but focus on clients who are complex and value the services we provide. Our specialties include financial planning, investment management, outside professional coordination, etc. We are a small, close-knit team which collaborates often and immensely values each others’ skills. We are primarily located in Santa Monica and El Segundo.


Our Core Values:

  • Rationality – We are committed to objectivity, grounded evidence and reasonably assessing facts as they are presented.
  • Inclusivity – We want to work with clients and teammates with differing perspectives and opinions, while encouraging constructive debate.
  • Commitment to Excellence – We strive to consistently provide our clients with the very highest level of service.
  • Justice – We judge everyone based solely on the content of their character.
  • Respect – We believe in respect for the individual, for clients, for choices.
  • Client-centric – The welfare and success of our clients is our top priority.


Primary role responsibilities:

  • You’re excited about providing the highest level of care for our clients.
  • You love to solve challenges, either technology or process related. You don’t mind saying “I don’t know” but always follow up once you’ve tracked down a solution.
  • You are a self starter. Taking initiative comes easily to you.
  • You’ll be there to onboard new clients with well laid out steps and paperwork.
  • When clients need something, and they know how helpful and responsible you are, they’ll reach out directly to you with questions, requests to transfer money, etc.
  • You’ll help keep things running smoothly by ensuring that ongoing work for clients is completed on-time, efficiently and, most importantly, correctly.


Optimal talents and candidate strengths:

  • Ability to work from our Santa Monica office 2-3 days/week
  • Client service oriented (a calm, friendly and helpful personality)
  • Excellent verbal and written communication skills
  • Detail oriented and methodical
  • Embraces new technology
  • Problem solver
  • Ability to adapt: independent as well as a team player
  • Bachelor's degree preferred
  • Very strong computer proficiency/macOS preferred


Ideally have experience with:

  • Excel (Not afraid of an Excel pivot table, can do basic calculations and comfortable with large data sets)
  • Basic proficiency or understanding of accounting related work
  • Gmail, Google Sheets and Docs
  • Salesforce
  • Orion portfolio management
  • Likes dogs a plus


Benefits include:

  • $70K starting salary
  • 401K match
  • Bonus potential
  • 90% of employee’s health insurance covered, 50% of family
  • Profit Sharing
  • Excellent family leave benefits

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