A fast-growing financial services company in Carlsbad, CA is seeking a Clients Service Associate to join their team! They are looking for candidates with at least 2 years of experience in a professional environment who is tech-savvy with a strong work ethic, ready to learn and interact with clients regularly. The company specializes in delivering personalized financial solutions to high-net-worth individuals, families and businesses. This is a traditional, customer-facing role with clients frequently coming into the office so it requires a polished professional with excellent communication skills, attention to detail and a desire to work directly with clients. The company has a fast-moving and lively work culture where they prioritize quality of life and a healthy work-life balance. If you re an ambitious professional with a strong motivation to keep up with the exciting pace of this modern, high-energy company, apply now!

Pay Range: $60, 000 - $75, 000 / year DOE

Client Service Associate Requirements:

• 2+ years of experience in a professional environment
• Experience in financial services is preferred
• Bachelor s degree in Business, Communications, Finance, or a related field
• Proficiency in Microsoft Office Suite, especially Outlook
• Experience with RedTail, Schwab & Fidelity, Orien, and Ring Central is highly desirable.
• Must be exceptionally tech-savvy and have a strong work ethic
• Previous experience in a financial services or tax firm is preferred
• Demonstrated ability to be proactive, self-motivated, and a willing learner
• Strong interpersonal skills and the ability to communicate effectively
• A community-focused individual who values opportunities to volunteer
• A team-oriented mindset and polished, professional demeanor

Client Service Associate Responsibilities:

• Provide exceptional client service and manage communications with a high volume of accounts
• Support multiple advisors on the wealth management team and coordinate with custodians on tasks
• Maintain a high level of organization and multi-task various CRM tasks, including managing calendars/schedules, transferring money, and onboarding clients
• Be the point of contact for clients, managing emails, phone calls, and meetings
• Maintain detailed records
• Manage and organize the workload of senior advisers
• Maintain a high level of organization and attention to detail

Benefits:

• Medical, Dental and Vision insurance + HSA
• 401k with match
• Profit sharing
• PTO, PSL and Paid holidays
• Brand new office space
• Great culture!

Apply now!

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