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Senior Client Relationship Specialist

2 months ago

Costa Mesa, California, United States LEISURE CAPITAL MANAGEMENT Full time
Job Overview

Benefits:

  • 401(k)
  • 401(k) matching
  • Health insurance
  • Paid time off
  • Profit sharing

Senior Client Relationship Specialist

In this critical position, you will play a significant role in nurturing and enhancing client relationships for a Registered Investment Advisory (RIA) firm. You will guide a team of client service representatives, ensuring the provision of outstanding service and support to our clientele.

Key Responsibilities:

  • Oversee the support team in daily client service operations.
  • Manage client data within financial planning software and become adept with various technology platforms, both for clients and internally.
  • Engage with clients through phone and in-person interactions, collaborating closely with the Head of Operations and lead advisors on a daily basis.
  • Facilitate onboarding for new clients and manage new account openings, overseeing the workflows associated with these processes.
  • Prepare necessary documentation or set up onboarding workflows using Charles Schwab Digital and DocuSign as required.
  • Conduct weekly meetings to review workflow status with the team.
  • Monitor Schwab alerts and notify relevant parties of required actions, taking appropriate steps to resolve issues.
  • Handle cashiering tasks including inbound and outbound movement requests such as checks, wire transfers, journals, and ACH.

CRM Management:

  • Assist with the ongoing creation and maintenance of Action Plans.
  • Manage daily operational tasks.
  • Generate monthly Opportunity Reports.

Portfolio Management:

  • Maintain client information (billing, addresses, client portal).
  • Assist in fulfilling Quarterly Reporting requirements.

Compliance Management:

  • Utilize ACA ComplianceAlpha Compliance Management Software for compliance data maintenance.
  • Prepare updates and scheduled compliance tasks for review by the Chief Compliance Officer.
  • Conduct monthly, quarterly, and annual reporting.
  • Prepare updates related to SEC regulations.

Essential Qualifications:

  • Bachelor's degree preferred.
  • Minimum of 4 years of experience in a Wealth Management firm.
  • Personal Attributes:
  • Seeking an individual ready for the next phase of their career.
  • Professional demeanor in client interactions, both written and verbal.
  • Humble and eager to learn, open to constructive feedback.
  • Proactive attitude, taking ownership of responsibilities and actively contributing to the enhancement of client service and processes.
  • Excellent communication skills, both verbal and written.
  • Interest in learning new technologies and adapting to change.
  • Passionate about assisting clients.