Client Service Associate

2 weeks ago

Newport Beach, CA, United States The Rand Group Full time

With offices in California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services, primarily to high-net-worth individuals and families nationwide. The companys distinct wealth management brand applies to a true fiduciary standard of care for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy, risk management, and strategy implementation.

Our firm is a group of team players working closely to achieve high-performance results through shared objectives. We hold each other accountable for goals and support each other to provide our clients with a unique experience catered to their individual needs.

This is an in-office Monday - Friday position in our Newport Beach office.

What Youll Do

We are looking for a creative, well-organized, self-motivated individual with professional communication skills to support client services and general administration. You will report to the Managing Director/Partner. The ideal candidate is service-oriented, coachable, a team player, flexible, adaptable, and eager to learn about different roles within the company.

  • Provide customer service to clients and manage the administration of client financial accounts, including financial transactions.
  • Prioritize and organize workflows, and oversee all facets of operations.
  • Prepare important documents and PowerPoint presentations for client meetings.
  • Assist with setting up new investment accountsdrafting emails, preparing welcome materials, account distributions, and onboarding tasks.
  • Respond to questions regarding accounts and procedures.
  • Offer administrative and office management support to the team.
  • Coordinate current and prospective client communications.
  • Assist with data collection, data input, and presentations for financial planning.
  • Maintain client files within the Salesforce CRM system.
  • Support minor marketing functions and manage daily administrative tasks related to client communication and marketing efforts.
  • Contribute to collaborative efforts and organize promotional events in Hawaii.
What Youll Bring
  • BA/BS degree in finance or a related field preferred.
  • Series 7, 66, 63/65 licenses, and CA Insurance License not required but preferred.
  • 3+ years of experience in Financial Services, including internships involving customer service or financial analysis.
  • Proficiency in MS Office applications (Word, Excel, PowerPoint).
  • Detail-oriented with strong organizational skills.
  • Ability to work effectively in a fast-paced, high-pressure environment.
  • Self-starter capable of working independently.
  • Excellent interpersonal, organizational, and client service skills.
  • Team-oriented mindset and flexibility to perform various tasks.
What We Offer
  • Annual base salary ranging from $65,000 to $85,000 plus performance bonuses based on qualifications and experience.
  • Health, Dental, Vision, and Life Insurance.
  • Vacation and PTO days.
Additional Information

Seniority level: Entry level

Employment type: Full-time

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