Licensed Client Service Associate
Company: Boutique Recruiting
Posted on: May 15, 2022
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
Keywords: Boutique Recruiting, San Diego , Licensed Client Service Associate, Other , Carlsbad, California
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