Client Service Associate

Client Service Associate Employer: Signature Estate & Investment Advisors, LLC Department: W2 Advisory Team Reports To: Lead Advisor Effective Date: 10/14/2025 Job Description This position supports the lead advisor with account management and client service needs. As a member of an advisory team, each member works together servicing clients. This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients. Responsibilities Deliver exceptional client service through both in-person and phone interactions. Coordinate and prepare materials for client review meetings; assist with onboarding and new account setup. Provide comprehensive sales and administrative support to Financial Advisors and their clients. Handle incoming calls and messages with professionalism, accuracy, and discretion. Monitor and follow up on time?sensitive tasks and deliverables to ensure timely completion. Maintain accurate and up?to?date client account records; support Financial Advisors with specialized projects. Maintain well?organized digital and physical filing systems. Draft and format professional correspondence, presentations, and reports. Manage calendars, appointments, and meetings with a high level of organization and attention to detail. Process invoices, check requests, and expense reports promptly and accurately. Support additional administrative tasks and projects as needed. Supervisory Responsibilities This job has no supervisory responsibilities. Qualifications Bachelor's Degree (BA) from a four?year college or university. A minimum of 3 years of relevant professional experience is highly preferred. Experience with AssetMark, eWealthmanager, and Advisor Managed Portfolios (AMP) is highly preferred. Preferred FINRA licenses: Series 7 and 66. Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software. Competencies Diversity Demonstrates knowledge of EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes a harassment?free environment; builds a diverse workforce. Ethics Treats people with respect; keeps commitments; inspires trust; works with integrity and ethically; upholds organizational values. Adaptability Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events. Analytical Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs workflows and procedures. Attendance/Punctuality Is consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time. Business Acumen Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals. Customer Service Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments. Initiative Volunteers readily; undertakes self?development activities; seeks increased responsibilities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed. Interpersonal Skills Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others ideas and tries new things. Judgement Displays willingness to make decisions; exhibits sound and accurate judgement; supports and explains reasoning for decisions; includes appropriate people in decision?making process; makes timely decisions. Motivation Sets and achieves challenging goals; demonstrates persistence and overcomes obstacles; measures self against standard of excellence; takes calculated risks to accomplish goals. Oral Communication Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings. Organizational Support Follows policies and procedures; completes administrative tasks correctly and on time; supports organizations goals and values; benefits organization through outside activities; supports affirmative action and respects diversity. Professionalism Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follows through on commitments. Quality Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality. Teamwork Balances team and individual responsibilities; exhibits objectivity and openness to others views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyones efforts to succeed. Technical Skills Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others. Written Communication Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information. Benefits and Office Perks (If Hybrid From Century City) Employee medical: With SEIA and employee contributions Employee dental, vision and life insurance: Fully paid by SEIA Dependent medical, dental and vision: Employee paid options Paid Time Off (PTO) Holiday Pay 401k with generous match and immediate full vesting Employee Assistance Program (EAP) and discounts Onsite gym access Paid parking by SEIA Reserved parking, valet, onsite car wash service and dry cleaning at employee cost Snacks and drink options daily, occasional meal catering Opportunity to work and grow with a collaborative and entrepreneurial team #J-18808-Ljbffr