Client Service Associate - Los Angeles, CA
The Client Service Associate will be the point of contact for all client service related needs, including support to one or more Financial Planners. Will provide service on all accounts, from opening new accounts to handling active client requests and questions. Will be relied on heavily for both professional and personal support in a fast-paced environment. This is a client service position with direct contact with clients, vendors, and other operational employees. It requires a dedicated person, willing to work hard, and where quality is not compromised. Will also serve as backup for other office duties.
Responsibilities:
Maintain calendar and database for Financial Advisor
Analyzing reports to determine appropriate action to be taken on behalf of client accounts
Researching client issues
Prepare for appointments
Collect, organize, and synthesize personal and financial client information
Opening, closing, transferring, and maintaining accounts
Prepare and verify information for client forms, applications, and other documents
Update and maintain client database
General office duties, i.e. answer phone, USPS,UPS
Desired Skills and Experience
Finance or Financial Planning background preferred
Ability to interact successfully with high income clients
Excellent interpersonal and organizational skills
Strong financial and analytical skills
Excellent computer skills, including in-depth internet knowledge and proficiency in MS Office
Ability to work independently to research and resolve client issues
Must have an understanding of appropriate paperwork and procedures necessary to process transactions
Confidentiality is a MUST
Comfortable working with executive level officers
Must be a problem solver and a goal-oriented team player who is willing to complete any job necessary within the firmEstimated Salary: $20 to $28 per hour based on qualifications.
Responsibilities:
Maintain calendar and database for Financial Advisor
Analyzing reports to determine appropriate action to be taken on behalf of client accounts
Researching client issues
Prepare for appointments
Collect, organize, and synthesize personal and financial client information
Opening, closing, transferring, and maintaining accounts
Prepare and verify information for client forms, applications, and other documents
Update and maintain client database
General office duties, i.e. answer phone, USPS,UPS
Desired Skills and Experience
Finance or Financial Planning background preferred
Ability to interact successfully with high income clients
Excellent interpersonal and organizational skills
Strong financial and analytical skills
Excellent computer skills, including in-depth internet knowledge and proficiency in MS Office
Ability to work independently to research and resolve client issues
Must have an understanding of appropriate paperwork and procedures necessary to process transactions
Confidentiality is a MUST
Comfortable working with executive level officers
Must be a problem solver and a goal-oriented team player who is willing to complete any job necessary within the firmEstimated Salary: $20 to $28 per hour based on qualifications.
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