Client Service Associate
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Job Location:
El Segundo, CA - USA
Yearly Salary:
$ 95 - 105
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Curated Wealth Partners is seeking a Client Service Associate for our Wealth Management firm in El Segundo CA. We are a multi-family office and investment advisory firm working with ultra-high-net-worth families. We believe our clients are our partners and we guide them through financial challenges and opportunities. We are seeking a Client Service Associate who can help us provide our clients with exceptional service. You will be the point person in helping to conduct the smooth operation of a fast-paced and friendly wealth management office. The glue that holds it all together! This is not a sales position. Find out more about the firm at .
Salary and Benefits
- Salary range will be $95000 - $105000 based on experience
- Eligible for participation in the firms profit sharing plan
- 401(k) with 4% employer matching
- Company paid health dental and vision insurance up to $750/month (plan limited to 90% of dental and vision)
- Unlimited PTO
- Regular staff lunch and learns
- Collegial and collaborative work environment
- Opportunity to grow in the position with commensurate increase in salary
Duties and Responsibilities include:
- Respond to and manage client service requests via phone email and CRM
- Move money among a variety of different accounts at the direction of Senior Advisors
- Handle documentation and execution of opening accounts
- Prepare subscription documents for private equity venture capital and direct investments
- Enter and maintain client info in our CRM and client records
- Provide administrative support to the firms Advisors
- Coordinate with different teams to manage client service requests and communication with clients
- Work through complex issues many of our clients have alternative investments and complex organizational structures which require research accuracy and diligence
Position Requirements:
- 3 years of experience in wealth management/financial services
- Experience with Schwab Advisor Center
- Ability to manage a variety of tasks and calendar items
- Professional administrative writing and verbal communication skills
- Ability to work independently as well as within a team and prioritize tasks appropriately
- Ability to manage your own time we do not micromanage
- High attention to detail
- Excellent client service and relationship management skills
- Not required but a big plus: experience with any our systems Salesforce Fidelity Addepar
The Process
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward you will be required to fill out a Career History Form. If you are selected to advance in the process you will meet with the firm. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.
Required Experience:
IC
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
McGee Wealth Management, a growing financial advisory firm located in Katy, TX, is seeking a Client Service Associate to join our growing team. We are a financial planning firm that has client service as our #1 priority and we are looking for someone with the same mindset to join us a ... View more
