What are the responsibilities and job description for the Client Relationship Advisor - RIA Firm - Irvine, CA position at Advisor Employee Services?
Client Relationship Advisor
Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? BML Wealth Management, located in Irvine, CA is looking for a strong, detail-oriented Client Relationship Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you’re looking for the tools, resources, and freedom to build a great future, please contact us today!
Minimum Requirements:
- 3-5 years of experience in a service advisory or similar role
- Bachelor’s degree preferred
- Intermediate to advanced computer skills
- Insurance licensing required
- Series 65 required
This position requires you possess the following skills:
- Strong organizational skills and attention to detail
- Ability to demonstrate persistence to achieve quality
- Excellent communication; both verbal and written
- Self-directed initiative
- Process driven
- Strong follow-through
Responsibilities:
- Act as the primary point of contact for an assigned book of business, providing exceptional client service and building trust
- Conduct regular client meetings to review accounts, discuss strategies, and address financial goals
- Respond promptly to client inquiries and resolve issues efficiently, ensuring a positive experience
- Maintain and update client records, ensuring all information is accurate and compliant with industry regulations
- Proactively identify opportunities to enhance client portfolios and satisfaction
- Collaborate with internal teams to deliver a seamless client experience
Salary:
- Starting at $70,000 commission advisory fees
Benefits:
- 401k after 1 year
- Medical, Dental, Vision - after 90 days
- PTO
Hours:
- Monday-Friday, 8:30am-5:30pm or 9am – 6pm
- In office days are Tuesday-Thursday, Monday and Friday are remote
Presented by Advisor Employee Services Thank you for your interest in the Client Relationship Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
