Experienced Client Services Associate

Abacus is a progressive financial planning firm devoted to helping people expand what’s possible with money. We treat each other with the same level of care and respect we treat our clients – it’s why we offer unlimited vacation, flexible work hours (and location), cover 90% of employee health care premiums, and more. Please note that this role has a hybrid work location, with a requirement that the first 90 days of employment are onsite in our Santa Monica, California office, to maximize your access to support and acclimate you quickly. Starting salary range for this position is $75k - $85k.

Abacus Client Service Associates (“CSAs”) are the backbone of our organization. The person selected for this role will have passed the Series 65 exam, and has experience partnering with financial advisors to ensure the client experience is consistent, engaging, and pleasant.

What You’ll Do:

• We are always striving to improve our service and employee experience. Our experienced CSAs assist with team projects, helping to build new processes and revamp old ones.
• In this role, you will regularly take initiative on case work and hold advisors accountable on client services processes.
• Our clients are excited to get started with their new financial plan, so our CSAs get account paperwork processed quickly and with as little disruption to the client experience as possible.
• Money is scary to some people, so our CSAs are gentle and clear in communications with clients (and future clients) on things like account opening status, requests for money, or other informational updates.
• Our CSAs are experts at tracking all open requests closely, with an intense attention to detail.
• You will keep client files organized and updated so that we are legally compliant in how we are saving documents.
• Our CSA team logs every activity and event related to clients promptly into SalesForce, our CRM.
• You will work with clients, advisors, and our financial custodians to ensure nothing falls through the cracks.
• Our CSAs work as a unit, so we're looking for a true team player. You should be willing to help out, answer questions, and cover for team members when needed. There may also be times when you are asked to help with training.

Must-Haves:

• Passed the Series 65 exam.
• 2 years of experience working in a wealth management environment, with at least one of those years including heavy customer service responsibilities.
• Outstanding communication skills - on the phone, in person, and in writing. Since you’re often the front-line support for our clients, it’s important that you can communicate without errors, promptly, and with ease.
• Good problem solving skills with the ability to troubleshoot situations independently, while treating clients with patience and providing status updates.
• High EQ with strong self control and interpersonal skills.
• Superb attention to detail that inspires trust and ensures safety and accuracy.
• Great organization and prioritization skills - the key to keep service moving and on time.
• You sincerely love working with people. You treat your teammates and clients with respect and care.
• Working technological savvy with a comfort for cloud-based applications and e-signatures.
• You have an understanding and appreciation of our Core Values - we hope you live and breathe them like we do.
• We’re a certified B Corp committed to people and planet. If these things are important to you too, you belong with us!​​​​​​

Icing on the Cake:

• Prior experience with DocuSign, SalesForce, and eMoney.
• An interest in our work definitely helps – if you’re excited about money, financial planning, or our overall holistic and mindful approach to client work – please mention it in your application!

Salary : $75,000 - $85,000