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Private Client Services Associate

San Diego, CA 92122

Posted: 05/24/2023 Employment Type: Permanent Category: Administrative Job Number: 18850 Pay Range: $60,000 - $75,000 DOE

Job Description


A well-established wealth management firm in San Diego, CA is in search of a Private Client Services Associate to support their financial advisory team! This important position plays a vital role in enhancing the client experience at the firm by providing administrative and operational support to three wealth advisors and delivering exceptional client service.  You need to have 1 year of professional experience in a related industry, have a series 65 or 66 license (or be able to pass the test) and exposure to CRM systems.

You will be working in a fast-paced, team-oriented and professional environment that embraces a culture of support for clients, the community and one another.  The position offers a flexible hybrid schedule, competitive salary, 100% medical coverage, 401k, growth opportunities and more!

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

Responsibilities:
  • Collect and manage required documents for onboarding approximately
  • Assist with client follow-up, including calls and inquiries
  • Respond to client requests, inquiries, and transactions
  • Coordinate and schedule meetings between Wealth Advisors and clients as needed
  • Prepare reports, marketing materials, and other documents for client meetings
  • Perform data entry, filing, and other administrative tasks to support the Wealth Advisors
  • Utilize Excel, Word, Outlook, and PowerPoint for various tasks
  • Maintain accuracy and attention to detail while managing high-volume client interactions
  • Provide exceptional client service by ensuring timely and accurate responses to client inquiries
  • Collaborate with the Wealth Advisors and support staff to deliver optimal client experiences

Requirement­s:
  • Bachelor's degree
  • Minimum of 1 year of professional experience or relevant internship experience
  • Series 65 or 66 certification is not required initially but must be obtained
  • Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
  • Experience with CRM systems, preferably Salesforce
  • Excellent organizational and communication skills
  • Detail-oriented and able to handle high volumes of client interactions
  • Prior experience in the financial services industry or individual wealth management is preferred

Benefits:
  • 100% medical insurance coverage
  • Dental and Vision insurance
  • 401k with 3% match
  • 10 days PTO
  • 5 days PSL
  • 11 paid holidays
  • Bonus potential
  • Growth opportunities
  • Flexible hybrid schedule
  • Friendly work environment

To learn more about this position, submit your application today!

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