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Associate Client Services - Hybrid Remote
Job ID:00004H4X
Location:CA Westlake Village
Hours:40 Monday to Friday 8AM to 5PM
Pay:$60,000.00 $65,000.00
Hybrid Remote opportunity in Westlake Village CA
Job Description
Will provide support to an advisor or team of advisors. The Wealth Management team focuses on delivering the full scope of the firms wealth and investment services to individuals and private clients, foundations and endowments and investment advisors. The Client Services Associate plays a key role in fulfilling the servicing needs of these clients. Specific responsibilities may include but not limited to Service Client Accounts Openingclosing accounts, manage cash flows, client reportingdue diligence and general troubleshooting in response to client inquiries. Create and support an elite end to end client experience and maintain CRM database. Manage and develop client presentations and communications. Provide office support to advisors. Work with senior investment professionals and wealth analyst to develop client wealth forecast analyses. Act as a liaison with various departments, including portfolio management, compliance and operations. Assist with departmental projects and initiatives as needed.
Skills Required
Bachelors. 1 to 3 years experience working for a financial services company or bank. Ability to handle a large client base able to master all aspects of retain wealth and investment management business.
Skills Preferred
Series 65, Series 66 license or CFP designation is a plus.