Client Services Advisor
2 weeks ago
About the Role
Provide operational and administrative support to Client Advisors in their daily business practices. Act as a key point of contact for client issues and concerns. Build client relationships while delivering white-glove customer service. Organize, track and lead team projects; seeing them through to a successful completion. Work cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being met. Manage individual client web portals and educate clients on the relevant capabilities and services. Coordinate with clients’ outside advisors, including CPAs and Estate Planning Attorneys, to provide holistic service. Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements.
Responsibilities
- Provide operational and administrative support to Client Advisors in their daily business practices
- Act as a key point of contact for client issues and concerns
- Build client relationships while delivering white-glove customer service
- Organize, track and lead team projects; seeing them through to a successful completion
- Work cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being met
- Manage individual client web portals and educate clients on the relevant capabilities and services
- Coordinate with clients’ outside advisors, including CPAs and Estate Planning Attorneys, to provide holistic service
- Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements
Qualifications
Bachelor’s degree, business-related preferred. 3+ years of client service or administrative experience in the financial services industry. Series 65 preferred. Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus.
Required Skills
- Demonstrated outstanding client service and interpersonal skills
- Exceptional listening, written and verbal communication skills
- Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities
Pay range and compensation package
Competitive compensation structure. 401(k) Plan with Employer matching. Employer health savings account. Medical & vision insurance. Continuing education support. Compensation DOE - $70,000 to $95,000.
-
Client Services Advisor
2 weeks ago
Los Angeles, United States Ascendo Resources Full timeAbout the Role Provide operational and administrative support to Client Advisors in their daily business practices. Act as a key point of contact for client issues and concerns. Build client relationships while delivering white-glove customer service. Organize, track and lead team projects; seeing them through to a successful completion. Work...
-
Client Services Advisor
2 weeks ago
Los Angeles, United States Ascendo Resources Full timeAbout the Role Provide operational and administrative support to Client Advisors in their daily business practices. Act as a key point of contact for client issues and concerns. Build client relationships while delivering white-glove customer service. Organize, track and lead team projects; seeing them through to a successful completion. Work...
-
Senior Wealth Management Advisor
4 weeks ago
Los Angeles, California, United States Advisor Business Solutions Full timeOur boutique RIA in Pasadena seeks a seasoned Wealth Advisor to manage high net worth client relationships and provide comprehensive financial planning services.The ideal candidate will have a strong background in investments, financial planning, and client relationship management, with a proven track record of delivering exceptional results in a fast-paced...
-
Client Advisor
2 months ago
Los Angeles, United States Asystem Full timeBezel is the first technology company dedicated to high end watches, building a 100% authenticated marketplace that delivers trust at scale. We are rethinking the entire watch buying experience from browsing & transacting to tracking the market. We’re a team of collectors, enthusiasts, and technologists disrupting the $26B secondary watch market. Bezel is...
-
Cyber Client Advisor
4 weeks ago
Los Angeles, United States Marsh & McLennan Companies Full timeMarsh's Cyber Retail Broking team of the year has an amazing opportunity to join their team in our West Zone. What can you expect:Become a member of Marsh's cyber team who delivers expert advisory and market-leading solutions to help manage cyber ris Client Advisor, Advisor, Cyber, Business, Client, Banking
-
Senior Private Client Advisor
4 weeks ago
Los Angeles, California, United States Marsh & McLennan Companies Full timeSenior Private Client AdvisorAt Marsh McLennan Agency, we're seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team. As a key member of our team, you will be responsible for delivering exceptional client service and developing new business opportunities. Key Responsibilities:Review client exposures, loss experience,...
-
Wealth Management Professional
4 weeks ago
Los Angeles, California, United States Advisor Business Solutions Full timeAssociate Wealth Advisor RoleAt Advisor Business Solutions, we are seeking a highly skilled and motivated Associate Wealth Advisor to join our team. This role is a fantastic opportunity for an individual to develop their skills and expertise in financial advisory services.Key Responsibilities:Act as the primary point of contact for all client interactions,...
-
Client Advisor
2 months ago
Los Angeles, United States VinFast Full timeCategory Retail Number of Openings 1 Location Commerce Full-Time/Part-Time Full-Time Exempt/Non-Exempt Non-Exempt Description The role of the store sales team is to provide a client experience consistent with the VinFast US brand and vision, engage with clients to generate brand and product excitement, and to guide clients through the process of...
-
Client Advisor
6 months ago
Los Angeles, United States Gap Inc. Full timeAbout the Role As a Banana Republic Client Advisor, you will create aspirational and on trend looks that enhance the customer's emotional connection to the brand. You are an expert on styling and fashion, with a thorough understanding of designers, brands, and seasonal trends. As a Client Advisor, you will provide a superior level of service through an...
-
Client Advisor
3 weeks ago
Los Angeles, United States Moncler spa Full timeClient Advisor (Keyholder) - Century City OUR STORES Engaging directly with clients through every channel and touch point, understanding their expectations, and creating unique experiences in its stores are the cornerstones of the relationship that Moncler strives to develop with its community. Client Advisors (Keyholder) are natural relationship builders...
-
Senior Client Service Associate
3 weeks ago
Los Angeles, United States Beacon Pointe Advisors Full timeJob DescriptionWe are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate in our Los Angeles, CA office. This Senior Client Service Associate role incorporates both Client Service and Operations functions. You will join a highly talented team of wealth management professionals that service the investment...
-
Senior Private Client Insurance Advisor
4 weeks ago
Los Angeles, California, United States Marsh & McLennan Companies Full timeAbout the Role Marsh McLennan Agency is seeking a Senior Private Client Insurance Advisor to join our Private Client Services team. In this role, you will be responsible for delivering exceptional client service and developing new business opportunities with high net worth individuals and families. Key Responsibilities • Review client exposures, loss...
-
Financial Advisor
3 weeks ago
Los Angeles, United States Cetera Investment Services LLC Full timeApplicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial...
-
Financial Advisor
2 weeks ago
Los Angeles, United States Cetera Investment Services LLC Full timeApplicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the banks consumer and business customers. The Financial Advisor assesses the customers investment portfolio, financial...
-
Senior Client Service Associate
1 month ago
Los Angeles, California, United States Beacon Pointe Advisors Full timeJob DescriptionWe are seeking a highly skilled Senior Client Service Associate to join our team at Beacon Pointe Advisors. This role combines client service and operations functions, providing a unique opportunity for a motivated individual to grow and develop their skills.ResponsibilitiesProvide exceptional client service by responding to inquiries and...
-
Senior Client Service Associate
1 month ago
Los Angeles, United States Beacon Pointe Advisors Full timeJob Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate in our Los Angeles, CA office. This Senior Client Service Associate role incorporates both Client Service and Operations functions. You will join a highly talented team of wealth management professionals that service the...
-
Client Advisor
4 weeks ago
Los Angeles, California, United States VinFast Full timeJob SummaryThe Client Advisor is a key member of the VinFast sales team, responsible for delivering exceptional customer experiences and driving sales growth. This role requires a strong passion for electric vehicles, excellent communication skills, and the ability to work in a fast-paced environment.Key ResponsibilitiesRepresent VinFast's values and brand...
-
Client Advisor Priority Business GB
2 weeks ago
Los Angeles, United States The Hartford Full timeCustomer Service (Priority Business). Manages Priority Account (PB) Book of Business (BOB) 100-499 Lives. Contact for complex service issues and renewal coordination for their cases. Together with Account Executive, develops pro-active account activi Client Advisor, Business, Customer Service, Customer Experience, Advisor, Internet, Banking
-
Client Advisor
4 weeks ago
Los Angeles, California, United States Burberry Full timeJob OverviewAt Burberry, we're seeking a skilled Client Advisor to join our team. As a Client Advisor, you will be responsible for building relationships with our clients, delivering a personalized and elevated experience with commercial success.Key Responsibilities• Meet and exceed individual and store sales and other commercial KPIs• Inspire our...
-
Client Advisor
6 months ago
Los Angeles, United States Neiman Marcus Group Full timeClient Advisor - Gifts & Home (Part-time)-() Description Neiman Marcus Group is a relationship business that leads with love in everything we dofor our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Belonging guide our roadmap for Revolutionizing Luxury Experiences. Our brands include Neiman Marcus...