What are the responsibilities and job description for the Senior Client Service Associate 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 Senior Client Service Associate 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
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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
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Building trusted, collaborative relationships with the custodian’s operations teams to properly and accurately execute deposits, withdrawals, and other transactions
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High-touch client service and daily use of the Schwab Advisor Portal
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Maintain client relationships through pro-active communication and prompt responses to client requests and inquiries
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Assist in the creation and production of materials needed for client meetings
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Add and maintain current client data and documents in Client Management System
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Schwab account onboarding
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Assist in the preparation and distribution of client reports
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Assist in the preparation of client and prospect presentations
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Identifying opportunities to improve the firm’s client service processes
Job Requirements & Qualifications
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5 years' relevant experience with an RIA serving high net worth clients
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Dedication to high standards and performing at best practice level
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Ability to work through questions and concerns collaboratively Strong problem-solving skills
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Experience with office programs, Orion, Redtail CRM, and Schwab custodial platform
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Excellent communication, organizational, and follow up skills
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Solutions and customer service oriented
Compensation
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Salary: $80,000 - $90,000
Benefits
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Bonus eligibility
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Medical, dental insurance
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Vacation, Sick PTO
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401k
Salary : $80,000 - $90,000
