Client Services Associate

2 weeks ago

Carlsbad, United States Talently, LLC Full time
Job Description
Job Title: Client Services Associate

Location: Carlsbad, CA

Salary: $70K-$90K DOE + benefits

Skills: Client Services Associate / CSA / Wealth Management

About Company / Opportunity:

We are seeking a motivated, team-oriented Client Services Associate for our Carlsbad, CA office. Our mission is to help people achieve a fulfilled life by getting the financial advice they need, in the manner they desire. When our clients reflect on their relationship with our Firm we want them to feel that we have provided the guidance to help them maximize their financial potential while getting the most out of their journey through life. Doing what is right, and doing it with integrity, is at the heart of every decision we make.

While we have our roots in investment management, we are first and foremost a comprehensive financial planning firm. We believe in working as a fiduciary in all our client relationships and put the needs of our clients ahead of the firm's. We believe that financial planning is more than just numbers, and we cannot do the best job for our clients unless we combine the "math" with the "person" to help our clients achieve their goals and dreams. We use our unique financial life management process to help you safely navigate through all of your important life events.

Responsibilities:

This position will support a team of Financial Advisors who provide financial plans for our clients that enable them to achieve their retirement goals. Responsibilities to include but not limited to:
  • Coordinate with our clients, advisors, and custodians to set up new accounts, transfer assets, process money movements.
  • Coordinate with clients and advisors to schedule meetings using email, Salesforce and calendar software.
  • Prepare for client meetings by updating agendas in Word or Excel and running reports in our portfolio management software.
  • Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their time
  • Complete requests from advisors and clients within 24-48hrs, ensuring accuracy, and effectively keeping everyone in the loop throughout the process.
  • Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the client.
Must Haves:
  • 2+ years of experience in a client service role in the financial services industry
  • Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite
  • Ability to handle multiple priorities and requests from advisors and clients
  • A "no job is beneath me" attitude and a belief that working together as a team is the best way to serve clients.
Nice to Have:
  • Registered CSA
  • Familiarity with Schwab and Fidelity

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