Elite Client Service Specialist

3 days ago


Los Angeles, California, United States Signature Estate & Investment Advisors, LLC Full time
About the Job

The Elite Client Service Specialist role at Signature Estate & Investment Advisors, LLC involves providing exceptional service to high-net-worth clients. This position requires strong communication skills, empathy, and a deep understanding of client needs.

Key Responsibilities:

  • Develop and maintain strong relationships with high-net-worth clients
  • Analyze client needs and create customized service plans
  • Collaborate with internal teams to ensure seamless service delivery

Requirements:

  • Bachelor's degree in finance or a related field
  • Series 7, 66, and CFP certifications
  • Excellent communication, analytical, and problem-solving skills

Estimated Salary Range: $100,000 - $150,000 per year, depending on experience.

About Our Company

Sigature Estate & Investment Advisors, LLC is a leading provider of wealth management services, serving high-net-worth individuals and families. Our team of experienced professionals is dedicated to delivering exceptional client experiences and achieving outstanding results.



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