Client Relations and Office Assistant

4 weeks ago

Rancho Cucamonga, California, United States Zapata Private Wealth Group LLC Full time
Job Summary

The Client Relations and Office Assistant is responsible for building and maintaining client relationships, providing exceptional service, and supporting administrative tasks. This role requires a strong ability to build and nurture relationships to drive business growth and exceed goals.

Key Responsibilities
  • Generate new client contacts through various communication methods.
  • Interact with wholesalers to learn about new products and services.
  • Support ongoing efforts for growth and client retention.
  • Client Servicing and Retention
    • Obtain and verify client account details.
    • Update client portfolios.
    • Follow through on new and pending business.
    • Process monthly income and distributions.
    • Assist with phone calls and tasks not associated with client portfolios.
    • Maintain and update client demographics.
    • Transcribe advisor notes into CRM.
    • Prepare appointment paperwork and notes.
    • Maintain consistent contact with clients on tasks being processed.
    • Create and maintain prospect and client folders.
    • Update and maintain CRM.
    • Meet with clients to review documents and obtain signatures.
    • Walk clients through electronic signing process.
  • Maintain advisor's calendar and provide updates.
  • Take advisor's meeting notes and transfer tasks to office to-do list.
  • Sit in meetings with advisor, take notes, and provide synopsis.
  • Welcome clients and guests professionally.
  • Serve as liaison between financial planner, office manager, and new clients.
  • Obtain working industry knowledge and familiarity with internal and Broker-Dealer resources.
Periodic Duties and Responsibilities

Assist in planning and coordinating office/client events.

  • Develop virtual marketing events and future marketing events for new and existing clients.
  • Responsible for all virtual webinars/seminars; gathering attendees, setting up web presentations, and virtual meeting room, sending out reminder messages, and following up with all invitees' post webinar/seminar.
  • Send client appreciation gifts/cards.
  • Adhere to strict compliance regulations.
  • Be available for other projects and tasks as needed.
  • Cross train with other team members to backup operational duties as needed.
Requirements

Understanding and proficiency in customer relationships, customer service, sales, marketing, data entry, confidentiality, problem resolution, MS Office products, CRM, and Financial Databases are required.

Competencies
  • Attention to detail.
  • Initiative.
  • Dependability.
  • Flexibility.
  • Self-manageable.
  • Results-oriented.
  • Networking.
  • Ambitious.
  • Decisive.
  • Loyal.
Education and Experience
  • Associates degree or equivalent from two-year college or technical school; or one to two years related experience and/or training; or equivalent combination of education and experience.
  • Customer Service Experience required.
  • English/Spanish Bilingual is required.
  • Experience in the financial services industry and/or administrative support is preferred.
  • Sales and marketing background is preferred.
Physical Demands

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job the associate is regularly required to sit, talk, hear, and use hands to finger, handle or feel. The associate is occasionally required to stand, walk, reach with hands and arms and stoop, kneel, crouch or crawl. The associate is required to lift up to 25 pounds. The vision requirements include close vision and ability to adjust focus. While performing the duties of this job the associate is exposed to a moderate noise level.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. LPL Financial and Zapata Private Wealth, LLC are not affiliated.

Insurance services offered through Zapata Private Wealth Group, LLC. Insurance License #0D50663.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

Work Location

In office.

Schedule

Monday-Friday. Up to 20-25 hours weekly.

Job Type: Part-time

Pay: $17.00-$21.00 per hour

Benefits:
  • Retirement Plan
Schedule:
  • Monday to Friday
Ability to commute/relocate:
  • Upland, CA: Reliably commute or planning to relocate before starting work (Preferred)
Education:
  • Associate (Preferred)
Experience:
  • Customer service: 1 year (Preferred)
Language:
  • Spanish (Required)
Willingness to travel:
  • 25% (Preferred)
Work Location: In person

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