Our client is a rapidly expanding RIA in Irvine, CA that manages over $2 billion in assets under management. They are currently searching for a Senior Client Services Specialist who is personable, detail-oriented, and reliable.
Your exceptional client-centric skills will be essential in a high-volume office environment that caters to HNW pre-retiree and retired clients.
The firm is committed to providing exceptional client service while prioritizing confidentiality and security in retirement planning.
Job Requirements & Qualifications :
- 3+ years' experience in a client services role with an RIA serving high-net-worth clients
- Experience with Charles Schwab as primary custodian.
- Dedication to high standards and performing at best practice level
- Strong problem-solving skills
- Solution-oriented mindset
- Excellent communication, organizational, and follow-up skills
- Superior attention to detail
- Ability to work through questions and concerns collaboratively.
- Customer service oriented and a friendly disposition
- Experience with Microsoft Office programs
Job Duties :
- Support our Wealth Advisors and / or Managers regarding new client onboarding (paperwork processing, client log-in, maintenance requests, etc.)
- Work directly with clients professionally to complete client service requests and facilitate the completion of paperwork with accuracy
- Follow firm policy and procedures regarding various protocols (money movement, disclosure document delivery, closing account procedures, etc.)
- Follow through with workflows to completion and double-check work for accuracy
- Maintain elevated levels of communication with Wealth Managers, Wealth Advisors, and clients throughout the new account onboarding process and when handling routine account maintenance items (money transfers / address updates / beneficiary updates / etc.)
Beneficial skills :
- Series 65 license (not required)
- Experience with Orion and Redtail CRM.
Work Schedule :
Monday through Friday, in Irvine, CA office 8 : 00 AM to 4 : 30 PM
Pay Rate :
$90k-$100k annually
Benefits :
- Paid for Health, Dental and Vision
- 401k
- PTO, Work from Home Flex Days
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