What are the responsibilities and job description for the Registered Investment Advisor, Client Service Manager position at Advisor Business Solutions?
Our client is a well-established RIA in Pasadena, CA that is currently experiencing growth. They are looking for a reliable and detail-oriented Client Service Manager to join their team. The ideal candidate must possess an exceptional knowledge of high-end concierge services for HNW and UHNW clients and possess strong organizational skills. The team operates at a fast pace and requires high-touch communication with clients, custodians, and internal departments.
Job Duties
Developing expertise in in firm technology and software tools and platforms within the first year of employment and ultimately assume firm-wide training responsibilities for these platforms
Building trusted, collaborative relationships with the custodian’s operations teams to properly and accurately execute deposits, withdrawals, and other transactions
High-touch client service and daily use of the Schwab Advisor Portal
Maintain client relationships through pro-active communication and prompt responses to client requests and inquiries
Assist in the creation and production of materials needed for client meetings
Add and maintain current client data and documents in Client Management System
Schwab account onboarding
Assist in the preparation and distribution of client reports
Assist in the preparation of client and prospect presentations
Identifying opportunities to improve the firm’s client service processes
Job Requirements & Qualifications
5 years' relevant experience with an RIA serving high net worth clients
Dedication to high standards and performing at best practice level
Ability to work through questions and concerns collaboratively Strong problem-solving skills
Experience with office programs, Orion, Redtail CRM, and Schwab custodial platform
Excellent communication, organizational, and follow up skills
Solutions and customer service oriented
Compensation
Salary: $80,000 - $90,000
Benefits
Bonus eligibility
Medical, dental insurance
Vacation, Sick PTO
401k
Salary : $80,000 - $90,000