What are the responsibilities and job description for the Client Relationship Manager/Paraplanner position at Envisage Wealth, a private wealth advisory firm of...?
There's no better feeling than helping clients plan to achieve their dreams. We affiliate with leaders in our field with a unique, personalized approach to financial planning that focuses on helping people achieve their long-term goals.
The Relationship Manager provides substantial assistance to a top producing financial advisor in a well-established financial planning practice located in the West San Fernando Valley of Los Angeles, CA.
Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Your contributions will free up the financial advisor to allow for more time with clients.
Our ideal candidate will desire working in a team-oriented firm, embrace technology, enjoy a collaborative environment and hold in high regard serving clients in a fiduciary capacity.
Specific Responsibilities may include:
- Processing, overseeing, reconciling, and communicating the successful completion of all client requests and transactions including: account establishment, account maintenance, service requests, check requests, account purchases, investment exchanges, redemptions, and transfers.
- Preparing and maintaining documents and client files in accordance with FINRA and SEC requirements.
- Answering incoming client phone calls and emails.
- Assisting with the preparation of client information using MS Word, MS Excel, and MS PowerPoint.
This is not a sales position.
Desired Skills:
- Securities registration (Series 7 & 66, or equivalent)
Requirements:
- 4-year college degree or equivalent work experience, preferably in the financial services industry;
- Two years of experience in a similar role or capacity;
- Commitment to professionalism and superb client service that consistently meets or exceeds client expectations;
- Ability to handle multiple tasks in a fast-paced environment with keen attention to detail;
- Excellent written and verbal communication skills;
- Strong interpersonal skills with the ability to build and deepen client relationships;
- Proficiency in Microsoft Office Suite; knowledge of CRM and Money Guide Pro a plus
How great the rewards are. We offer very competitive compensation & benefits along with avenues for career growth.
At Envisage Wealth, we have a clear vision: to be the place where a diverse mix of talented people want to come, stay, and do their best work. We pride ourselves on providing financial advisory services and solutions to help our clients meet their financial goals, and we know our Company runs on the hard work and dedication of our passionate and creative employees. The Company is committed to providing equal employment opportunity (EEO) to all qualified candidates.
Job Type: Full-time
Pay: $65,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
- Paid time off
Schedule:
- Monday to Friday
Ability to Commute:
- Calabasas, CA 91302 (Required)
Ability to Relocate:
- Calabasas, CA 91302: Relocate before starting work (Required)
Work Location: Hybrid remote in Calabasas, CA 91302
Salary : $65,000 - $95,000