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Client Service Manager
2 months ago
Client Service Manager
Our client is a successful wealth management firm based in Old Town Pasadena seeking an experienced Client Service Manager for their boutique firm to provide servicing support for the team and clients. This is a full-time position and requires in-office work.
Qualified candidates must demonstrate experience working in an RIA (Registered Investment Advisor) with HNW client services, confidentiality, excellent communication, and problem-solving skills in a highly collaborative team environment. Candidates with operations background and “white glove” client relationship experience are highly preferred.
Qualifications:
Knowledge of investment and portfolio administration such as fund transfers and withdrawals, RMDs, capital gains and losses, calculation of stepped-up cost basis, ACATs, new account documentation and classification of securities. Schwab Institutional custodial platform is preferred.
Primary responsibilities:
Support advisor and team with client interactions, process client requests, and ensure smooth operational processes
Movement of money such as wire transfers and MoneyLink
Required minimum distributions
Coordination of quarterly statement process
New client onboarding
Trading back-up
Account transfers and monitoring ACATs
Primary Liaison between firm and Schwab Institutional
Calendar Appointments and ZOOM meetings as needed
Preferred Skills
Minimum 10 years’ experience with an RIA
Exceptional communication and client interface skills
Working knowledge of capital markets
HNW client servicing and back-office operations processing
Extensive familiarity with Schwab Institutional website, Schwab applications and documents
Experience with Tamarac and Wealthbox
Working knowledge of Microsoft programs Word, Excel, PowerPoint, Publisher
Required Education:
Bachelor’s Degree
Job Type and Benefits:
Full-time
Health and Dental
Profit Sharing Plan
Parking included
Job Type:
Full-time
Salary:
$90k – $110k Depending on experience, eligible for bonus
Click here to apply for Client Relationship Manager
About Us
Advisor Business Solutions provides staffing, strategic marketing and training services for financial services, government, and corporations nationwide. Our 20+ year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.
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