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Client Service Associate (Hybrid)

Advisor Business Solutions

This is a Contract position in Longmont, CO posted September 19, 2022.

Job DescriptionOur client is an established, growing RIA managing $120 mil AUM seeking a personable, detail oriented and reliable Client Service Associate located in Beverly Hills, CA.

Your superior client centric talents will be critical in an elegant office servicing HNW mid-career and pre-retiree clients.

The ideal Client Service Associate has strong organizational skills, is highly efficient and a proactive independent worker to support the lead wealth advisor.

This position has tremendous growth opportunities.

Requirements:Must be savvy with HNW client relationships, have strong knowledge of white glove service and efficiently solve problems.

Excellent communication skills, strong experience with taking detailed notes and promptly entering information into CRM.

Strong understanding of back-office procedures, onboarding process, managing paperwork and money movement, Schwab custodian experience a plus Keen ability using online dashboards for workflows, following through with pending tasks status through completion Manage calendars, appointments, follow up reminders, and exceptional time management skills Must be able to demonstrate abilities with meeting preparation, scheduling appointments, identifying priority tasks before/after client or prospect meetings with proactive follow up.

Works collaboratively with back-office operations, outsourced financial planning team and office vendors, ability to promptly identify, address and solve problems Qualifications:Bachelors Degree Financial Services experience: 5
– 7 years Must demonstrate interpersonal skills and collaborative team success within the financial services industry Must be highly organized, ability to take excellent notes and be an enthusiastic, effective team member Knowledge of financial planning process a plus Technology experience preferred: DocuSign, Microsoft Office suite, Redtail, Asanta, Schwab Institutional Video meeting experience using Zoom Location: Beverly Hills, CA Compensation: $75,000
– $90,000 base salary, performance bonus, paid parking, benefits package Click here to view our other opportunitiesAbout Us Advisor Business Solutions provides staffing, strategic marketing and training services for financial services, government, and corporations nationwide.

Our 20 year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.