We have other current jobs related to this field that you can find below

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    5 days ago

    Irvine, California, United States DJM Financial | Northwestern Mutual Private Client Group Full time

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    4 weeks ago

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  • Client Manager, Wealth Services

    2 months ago

    Irvine, United States Vibrant Full time

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    2 months ago

    Irvine, United States Baldwin Risk Partners Full time

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    6 days ago

    Irvine, California, United States Transcend Practice Management Full time

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  • Wealth Management Paraplanner

    6 days ago

    Irvine, California, United States Transcend Practice Management Full time

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  • Private Wealth Analyst

    3 months ago

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  • Private Wealth Analyst

    3 months ago

    Irvine, United States DJM Financial | Northwestern Mutual Private Client Group Full time

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  • Client Services Associate

    3 weeks ago

    Irvine, United States Chamberlain Group Financial Services Full time

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  • Client Services Associate

    4 weeks ago

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    1 month ago

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    3 weeks ago

    Irvine, United States First Foundation Full time

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    4 weeks ago

    Irvine, United States Chamberlain Group Financial Services Full time

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    2 months ago

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    6 days ago

    Irvine, California, United States U.S. Bancorp Full time

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    1 month ago

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    3 weeks ago

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  • Account Services Manager

    1 month ago

    Irvine, United States Chamberlain Group Financial Services Full time

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  • Managing Director of Wealth Planning

    3 weeks ago

    Irvine, United States First Foundation Bank Full time

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  • Managing Director of Wealth Planning

    3 days ago

    Irvine, United States First Foundation Bank Full time

    Summary: This position is responsible for working closely with the firm's clients and relationship managers, as well as other in-house and outside advisory professionals, to analyze a client's current financial situation and develop sophisticated plans (comprehensive or modular) designed to address a client's key concerns, implementation of those...

Client Manager, Wealth Services

2 months ago

Irvine, United States Burnhamgibson Full time

Unique solutions come from a special team. We don’t arrive at more personalized, comprehensive, and thoughtful solutions by accident-they’re a product of our culture. The best way to better. The ingenuity of our process and depth of our partnerships is what turns our strategies from plans into results. We’re committed to our local communities. Wherever you find a Burnham office, you’ll find our team serving the local community. We take part in philanthropic events, provide financial support and in-kind donations, and volunteer our time and expertise to local causes, including United Way, Dogs for the Deaf, Insuring the Children, Women’s Philanthropy, CASA, and many more. The Client Manager, Wealth Services, plays a crucial role in providing comprehensive support to firm clients in managing their wealth. The primary responsibilities of this role include scheduling and attending client meetings, managing client account information, and opening new accounts. Additionally, the Client Manager proactively resolves client inquiries and complaints, ensures compliance with regulations, and prepares performance, financial, and tax reports. The role also involves contributing to financial planning, building client relationships, assessing financial needs and risk profiles, providing market updates, and staying abreast of the latest regulations. Depending on the project, there may be management and supervisory responsibilities over junior staff, such as administrative assistants and Client Services Specialists. This role requires knowledge of customer service practices and procedures, strong organizational, and string analytical/problem solving skills 50% • Scheduling and attending client meetings • Managing client account information and updating client databases • Developing and maintaining records of client interactions 30% • Proactively resolving client complaints and queries • Validating client’s instructions and/or orders • Ensuring compliance and regulatory requirements are met • Preparing regular performance, financial, and tax reports 20% • Contributing to the creation of financial plans • Developing and managing relationships with clients and prospects • Gathering clients’ financial information and risk profiles • Identifying and assessing clients’ financial needs, risk profiles, and objectives solutions • Providing relevant market/industry updates and research support • Maintaining a thorough understanding of the company’s investment models and services • Staying up to date on the newest regulations and legislation Knowledge, Skills and Abilities: • Knowledge of customer service practices and procedures • Strong organizational and time management skills • Demonstrated problem-solving and analytical skills • Ability to multi-task and remain focused under pressure • Ability to communicate effectively in both verbal and written form • Ability to maintain strict confidentiality • Ability to build relationships with customers • Ability to work independently and within a team environment Inquire about this position Send us an email with questions or submit your resume and cover letter to be considered for this role.

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