Financial Services Coordinator

16 hours ago


Santa Monica, California, United States Gerber Kawasaki Wealth and Investment Management Full time
Client Services Associate

Gerber Kawasaki Wealth and Investment Management is a leading Independent Wealth and Investment Management firm seeking a highly skilled Client Services Associate to join our team. This is an exceptional opportunity for a motivated individual to grow and develop their career in a dynamic and supportive environment.

Key Responsibilities:
  • Provide exceptional support to our Financial Advisors and clients, ensuring seamless onboarding and ongoing lifecycle activities.
  • Respond to requests for assistance from advisors in a timely and professional manner.
  • Complete monthly and quarterly tasks, as well as work on ad-hoc projects as needed.
  • Embrace change and adapt to new processes and technologies.
  • Perform other administrative duties, including filing, photocopying, and faxing.
Requirements:
  • 2+ years of experience in a similar role, preferably in financial services.
  • Proficiency in Microsoft Office programs, including Word, Excel, PowerPoint, and Outlook.
  • Excellent written and verbal communication skills.
  • Strong organization and multi-tasking abilities.
  • Ability to prioritize and manage multiple tasks and projects.
  • Ability to maintain confidentiality and professionalism.
About Gerber Kawasaki:

We foster a team approach and promote from within, offering opportunities for career growth and development. We are committed to building diverse teams that reflect our clients' needs and values. As an equal employment opportunity employer, we welcome applications from qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.



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