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
- 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
Compensation
Benefits
Salary : $80,000 - $90,000
