Client Service Associate

1 month ago


Los Angeles, California, United States Stratos Wealth Partners Full time
Client Service Associate

Stratos Wealth Advisors is seeking a highly organized and detail-oriented Client Service Associate to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our high-net-worth clients.

Key Responsibilities:
  • Serve as a primary point of contact for high-net-worth clients, addressing inquiries, requests, and concerns with professionalism and attentiveness.
  • Build and maintain strong client relationships by understanding their financial objectives and preferences, and providing service with a friendly and positive attitude.
  • Collaborate effectively with team members, contributing to a supportive, productive, and client-focused work environment.
  • Proactively listen to clients and identify opportunities to add value to their experience, ensuring a pleasant interaction at every touchpoint.
  • Manage client onboarding processes with precision, ensuring a smooth transition and a seamless experience for new clients.
  • Execute client-directed trades with meticulous attention to detail and accuracy.
  • Monitor client satisfaction, proactively gathering feedback and implementing improvements as needed.
  • Take initiative in finding innovative solutions for account matters and sensitive client interactions.
  • Organize and prioritize tasks efficiently to meet deadlines and maintain high standards of accuracy in all client service operations.
Requirements:
  • Bachelor's degree
  • 3+ years of experience in Financial Client Services, working with Financial Advisors
  • Proven track record of building and maintaining strong client relationships with a client-focused, positive attitude
  • Exceptional organizational skills and extreme attention to detail, ensuring accuracy in all client interactions and tasks
  • Excellent communication, interpersonal, and problem-solving skills, with the ability to work effectively as part of a team
  • Knowledge of investment products, financial markets, and industry regulations
  • Ability to manage multiple tasks efficiently in a fast-paced environment while maintaining a friendly, upbeat demeanor

We offer a competitive salary plus bonus structure; generous PTO policy, health, dental and other ancillary benefits including retirement plan matching.



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