Registered Investment Advisor, Client Service Manager

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 platformsBuilding trusted, collaborative relationships with the custodian's operations teams to properly and accurately execute deposits, withdrawals, and other transactionsHigh-touch client service and daily use of the Schwab Advisor PortalMaintain client relationships through pro-active communication and prompt responses to client requests and inquiriesAssist in the creation and production of materials needed for client meetingsAdd and maintain current client data and documents in Client Management SystemSchwab account onboardingAssist in the preparation and distribution of client reportsAssist in the preparation of client and prospect presentationsIdentifying opportunities to improve the firm's client service processesJob Requirements & Qualifications 5 years' relevant experience with an RIA serving high net worth clientsDedication to high standards and performing at best practice levelAbility to work through questions and concerns collaboratively Strong problem-solving skillsExperience with office programs, Orion, Redtail CRM, and Schwab custodial platformExcellent communication, organizational, and follow up skillsSolutions and customer service orientedCompensation Salary : $80,000 - $90,000Benefits Bonus eligibilityMedical, dental insuranceVacation, Sick PTO401k

Salary : $80,000 - $90,000