Client Relationship Specialist

Client Relationship Specialist (Remote/Onsite)

About the Company

A key business unit of The KoBre Companies, Core Financial is a comprehensive wealth management firm that helps successful business owners and high net worth individuals create wealth through tax planning and asset management strategies.

Core Financial was born through the lens of implementing sophisticated tax mitigation solutions for small-middle market companies that were typically only available to larger institutions. Since its inception, Core Financial has evolved into a proven asset manager that has outperformed its counterparts via a combination of traditional investment vehicles and a unique set of private offerings.

Our private placement opportunities consist of relationship-based institutional vehicles and proprietary private offerings through Core Financials’ affiliate Trojan Storage.

About the Position

Core Financial is seeking a dynamic and driven Client Relationship Specialist to join our registered investment advisor (RIA) firm. As the primary client-facing representative, this role is integral in delivering a service that sets Core Financial apart in the wealth management industry, ensuring exceptional support for high-net-worth clients.

While the Client Relationship Specialist’s primary focus is on client service, candidates with financial planning and investment expertise are preferred and will have opportunities to contribute to broader financial strategies. This is an exciting opportunity to bring your passion for client service to a firm that supports your growth in the financial services industry. Career advancement is available within Core Financial and our various sister companies under the KoBre Companies umbrella.

Responsibilities

1. Client Services

• Serve as the primary point of contact for client requests via phone and email, ensuring prompt and professional responses.
• Facilitate transactions on behalf of clients and monitor account activities, while ensuring compliance with firm policies and regulatory requirements.
• Manage client communications, track interactions, and maintain records in our CRM systems.
• Assist in scheduling, preparing for, and attending client meetings and events.
• Serve as the primary liaison between clients and the firm's investment team, regarding portfolio performance, investment strategies, and market updates.
• Own and manage the complete lifecycle of client accounts, from initial onboarding through ongoing maintenance and potential closing, including proactively gathering required documentation and driving regular account reviews.
• Process client applications, documents, and agreements with high accuracy.
• Develop, document, and refine best practices for client service operations.
• Perform various administrative activities as needed.

1. Financial Planning and Investment Analyst Support (Preferred)

• Assist in financial planning for high-net-worth individuals, corporate executives, and business owners.
• Support estate planning discussions in partnership with internal and external resources.
• Provide insights and administrative support for pension plans, 401(k)s, life insurance products, and private investment vehicles.
• Collaborate with the investment team on client portfolio strategies.
• Conduct comprehensive research on asset classes, market risks, economic factors, and investment themes.

Qualifications

Required:

• Must be a motivated high-performer who is looking to learn, grow, and make a difference in a fast growing company.

• Bachelor's degree, preferably in finance, business, economics, or a related field.
• 1 years of experience in client services, preferably in a wealth management or financial services environment.

• Excellent written and verbal communication skills, including the ability to simplify complex financial concepts to diverse audiences.

• Strong relationship management skills to retain high-net-worth & business-owner clients.
• Exceptional organizational skills, attention to detail, and ability to multitask in a fast-paced environment.

• Strong work ethic, professional integrity, & commitment to compliance with industry regulations & firm policies.
• High proficiency in Microsoft Office, Google Suite, and CRM systems.

• Basic understanding of brokerage regulations and rules that govern client accounts.

Preferred:

• Experience with financial planning, investment research, and/or asset allocation.
• Proficiency in financial software platforms (e.g., Wealthscape, Schwab Institutional, Orion, Eclipse, Morningstar, Bloomberg)

Benefits

• Annual Bonus
• Medical / Dental / Vision / Life Insurance
• 401k Retirement Plan
• 12 Days of Paid Vacation and 6 Days of Sick Time
• Employee Assistance Program
• Education Assistance Program
• Employee Discount Store
• Discounted Storage
• Equity Opportunities

Andasol Management Inc. is an equal opportunity employer. Andasol Management Inc. does not discriminate on the basis of race, color, religion or religious creed, national origin or place of origin, sex (including pregnancy, childbirth, breastfeeding or related medical conditions), physical or mental disability, age, protected military or veteran status, sexual orientation, gender identity, gender expression, transgender status, genetic information, legally protected medical condition, marital or domestic partner status, status as a victim of domestic violence (including sexual assault or stalking), or any other basis protected by applicable law.

Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal state and local ordinances. We are committed to offering reasonable accommodation to job applicants with disabilities. If you need assistance or an accommodation due to a disability, please contact us at hr@kobreco.com