Job description

A unique opening is available for an accelerating career in financial services with an empowered boutique, small team office.

We believe in working to live a balanced, rich life with true meaning and purpose, not just living to work. For over 20 years, McCarthy Wealth Management has been providing sound, caring financial advice to families and businesses in the Orange County Area.

We offer career growth with a balanced reasonable work week with 3 weeks paid time off, 11 paid holidays, a competitive base salary, health insurance benefits, a generous 401(k) profit share, and bonuses based on performance.

This is an opportunity to let your leadership skills develop and shine to truly have a meaningful career, not just a job.

Work location is 3300 Irvine Ave, Newport Beach, CA 92660. Learn more : www.MWMplanners.com.

To apply : Please submit resume AND cover letter

Overview

The Client Services Representative is an integral member of our client services team, working closely with the Director of Operations and Financial Advisors to deliver exceptional service to clients of MWM.

The candidate will be an excellent communicator who is detail oriented, a team player, friendly, positive and assiduous.

In many ways, the candidate will determine a client's first impression of the firm.

Primary Responsibilities

• Warmly greet clients in person and on the phone as the first point-of-contact.
• Maintain advisor schedule and set-up regular phone and in-person client meetings.
• Coordinate events and educational webinars.
• Provide general assistance for clients regarding account status, money movement, scheduling, technical difficulties, etc.
• Prepare forms and follow up on new business.
• Manage service workflow and prioritize projects for effective and efficient completion as well as appropriate electronic filing and storage.
• Initiate and support marketing efforts through social media and other communication channels.

Required Qualifications

• Profound communications and relationship building skills. MUST enjoy meeting and speaking with people on the phone and in person.
• Strong computer and software skills.
• Proficiency with Microsoft suite : Outlook, Word, Excel, PowerPoint.
• Ability to manage multiple projects at once and prioritize as necessary.
• Self-disciplined to work independently and reliable to work as a team.
• Ability to follow established processes to ensure team operation is efficient.
• Eager to learn and coachable.
• Successfully pass extensive background checks.

Preferred Qualifications

• Bachelor's degree or equivalent.
• Previous experience in an office setting with relevant experience.
• Experience with Redtail application is preferred or other CRM system.
• Series 7, 66, or Series 65 / 63

Benefits

• 401(k) retirement plan
• Profit sharing plan
• Health insurance
• Disability insurance
• Paid time off
• Tuition reimbursement

The ideal applicant will want to grow both personally and professionally in this position. We see this role as a career, not a job, and want you to see it that way too.

Job Type : Full-time

Salary : $65,000.00 - $77,000.00 per year

Last updated : 2024-06-24