Client Service Associate
Client Service Associate
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Salary Not Disclosed
1 Vacancy
Job Description
Registered Client Service Associate
Established Wealth Management is seeking a Part-Time Client Service Associate. This position will be an integral part of a growing boutique wealth management firm located in Newport Beach California.
With daily interaction and direct support to the firms Managing Director/Financial Advisor(s) the Client Service Associates industry experience paired with extraordinary client service is essential to the on-going growth and success of Established Wealth Management. If you find gratification in problem solving and caring for people possess a welcoming personality and are in search of a family-oriented firm where you will make an impact and have room for advancement we want to hear from you!
Desired Qualifications:
Bachelors Degree preferred; completed college coursework in conjunction with work experience will also be considered
FINRA Series 7 Series 66 (or 63 and 65)
Wells Fargo Financial Network or Wells Fargo Advisors experience a plus not required
Insurance licensed preferred
5 years of financial services experience
Strong client service skills
Strong attention to detail and accuracy skills
Effective organizational multi-tasking and prioritizing skills
Desired Traits:
Responsive and collaborative with Managing Director
Strong work ethic
Dependable: Consistently following through
Positive Attitude: Creating a great work environment
Advanced computer skills including MS Office suite (Word Excel Outlook PowerPoint) required
Strong verbal written and interpersonal communication skills
Hybrid Position:
Schedule and hours for this position will be:
20-25-hours per week
Required Experience:
IC
Employment Type
Full Time
