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Licensed Client Service Associate

Company: Boutique Recruiting
Location: Carlsbad
Posted on: May 15, 2022

Job Description:

Job Description A wealth management firm that specializes in providing financial planning and investment management services to families is seeking to hire a Licensed Client Service Associate. Due to the company's high volume of growth, this individual should be eager to get their hands dirty and hit the ground running If you have a "Work Hard, Play Hard," mentality, this is the team for you. Why join? Amazing company culture. Growth opportunity will be available to you. Flexibility is offered (including a hybrid schedule). Also, did someone say, "Unlimited PTO?" Yes, we did. Apply now Responsibilities: Answer phones promptly with exceptional client service Manage phone messages and contacts in our firm CRM Scheduling and coordinating client meetings Assist advisers in preparing client account paperwork including appropriate applications, forms, consolidated statements, etc, following up on new account opening and forms processing Assist advisers with aspects of client relationships, case prep meeting notes and meeting follow up Demonstrate diligence with follow through on all client requests and issues Become informed about and involved with our clients--- financial situations Qualifications: Must have at least 3 years of client service experience Experience at a wealth management firm Must have a bachelor---s degree, preferably in personal financial planning Must have a s65 or s66 securities license You should apply if you Are comfortable in a fast-paced dynamic environment and willing to learn new technology Love building relationships with clients and enjoy client service Located in Carlsbad, CA. (Hybrid after training). ZR LI-POST INDCA

Keywords: Boutique Recruiting, San Diego , Licensed Client Service Associate, Other , Carlsbad, California

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