Wealth Management Client Service Rep

2 months ago

Pasadena, United States Shuster Advisory Group, LLC Full time
Job DescriptionJob Description

Position Summary

The Client Service Representative works closely with the Relationship Manager to build and maintain relationships with high-net-worth individuals and families as well as corporate clients within the Wealth Management division of Shuster Advisory Group. This role offers the opportunity to develop a foundational understanding of wealth management client service, reporting and analytics as well as exposure to various custodial and portfolio accounting platforms.

Responsibilities:

  • High-touch client service and daily use of the department’s technology platforms, including but not limited to: Schwab Advisor Center, Orion Advisor and Redtail.
  • Assist with maintaining client relationships through pro-active communication ensuring timely responses to all client correspondence and inquiries.
  • Provide general assistance for clients regarding account status, money movement, account services and new technology.
  • Assist with account document completion and onboarding.
  • Adding and maintaining client notes, data and documents within the firm’s CRM system and digital files.
  • Assist in the creation and production of materials needed for client meetings.
  • Receive cross-training and assist with other operational functions as required.
  • Other ad hoc duties as assigned.

We seek candidates who:

  • Have at least 1 year of relevant industry experience.
  • Have experience with Schwab Advisor Center, Orion Advisor and Redtail, preferred, but not required.
  • Are well organized, with extraordinary attention to detail and the ability to support multiple advisors.
  • Are responsive and effective communicators, verbally and in writing.
  • Possess strong ethics, with the ability and dedication to maintain high confidentiality of personally identifiable client and firm information.
  • Enjoy collaborating and being a part of a team that puts clients first.
  • Have the emotional intelligence and self-awareness to develop an effective working relationship with a diverse team of colleagues and to successfully serve a diverse client base.
  • Are eager to learn about the industry and our firm, and enjoy working in a fast-paced, hands-on environment.
  • Are tech savvy, with the proficiency to quickly learn new technology tools, platforms, and software.
  • Are open to feedback and coaching.
  • Have a positive, can-do attitude

About Us

Shuster Advisory Group, LLC provides trusted investment guidance informed by extensive research and analysis. We formulate innovative solutions for institutional, hospitals, and governmental clients and deliver comprehensive wealth management services to individual investors.

At Shuster, we are committed to promoting diversity, equity, and inclusion in everything we do. We believe that our differences make us stronger and that a diverse workforce leads to better decision-making and more innovative solutions. We are looking for candidates who share our values and are passionate about creating an inclusive and welcoming environment for all. In this role, you will have the opportunity to work with a team that values your unique perspective and encourages you to bring your authentic self to work every day. You will also have access to professional development opportunities and ongoing support to help you grow in your career. If you are committed to promoting diversity, equity, and inclusion, we encourage you to apply for this exciting opportunity.

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