Abacus Wealth Partners Associate

6 days ago


Santa Monica, California, United States Abacus Wealth Partners Full time
About the Role
We're seeking a highly skilled Client Services Associate to join our team at Abacus Wealth Partners. This role involves working closely with financial advisors to ensure seamless client experiences. The ideal candidate will have passed the Series 65 exam and have experience in customer-facing roles. We offer a competitive salary of $82,000 - $92,000 per year, based on experience.

Key Responsibilities:
  • Assist financial advisors in delivering exceptional client service.
  • Process account paperwork efficiently and minimize disruptions to clients.
  • Communicate clearly and gently with clients regarding account status and requests.
  • Work collaboratively with the CSA team to ensure excellent client service.

Requirements:
  • Series 65 license
  • 2+ years of experience in customer-facing roles
  • Outstanding communication and problem-solving skills
  • Ability to work independently and as part of a team

About Our Culture:

We're a passionate team of professionals dedicated to delivering exceptional client service. We prioritize teamwork, empathy, and continuous learning. If you share our values and are passionate about financial planning, we'd love to hear from you.



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