Client Service Associate
$35,152–$35,152 year
On-siteWoodland Hills, California, United States
Job Summary
Support Financial Advisor(s) and Private Wealth Advisor(s) teams by executing money movement transactions, answering non-investment account questions, and cultivating client relationships. Manage inbound and outbound calls, coordinate meetings with logistics, and maintain travel itineraries while preparing expense reports. Assist with clerical tasks including profile information entry, document filing, and supporting marketing strategy initiatives. Stay current on firm policies and platforms through mandatory training and education programs. Work in a fast-paced environment requiring strong organizational skills and advanced Microsoft Office proficiency.
Required Qualifications
- High School Diploma/Equivalency
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Detail orientated with superior organizational skills and ability to prioritize
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multi-task
- Goal oriented, self-motivated and results driven
Desired Qualifications
- College degree preferred
- Industry experience is a plus
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