Client Service Associate - Wealth Management

We are an established and successful wealth planning firm, with a rich history supporting clients in our Temecula community. We support our community in many ways and help all people that come our way. We have the best clients that truly trust our team and our advisors to prioritize their needs and always put the client first. We are one of the largest firms in our area and have a team that feels like family. We all genuinely like each other, support each other, and work collaboratively to make sure our advisors and clients have everything they need.

The Client Service Associate plays an important role in maintaining this culture for the organization. As the person who is primarily responsible for executing on the service needs of our clients, you will be critical to the overall experience our clients have with our firm. Whether it’s setting up a new account, handling service requests, scheduling meetings, or answering the phones, you should tackle your task list with a service heart. Being in the financial industry, the other main component for success is ensuring that the details are impeccable. We do everything we can to take care of our employees so that they want to care for our business, with a generous retirement plan, medical insurance, other traditional benefits, and we try to have fun as often as possible too.

What you will do:

Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office or call

Handles incoming telephone calls, routes calls, manages general voicemail box

Completes client account paperwork and pending items as needed

Sends periodic client correspondence

Assists in updating client files to ensure that all records are kept current and accurate

Coordinates the assembly and mailing of client paperwork

Thorough follow up on all tasks assigned

Assist with client events, as needed

Performs other duties as assigned

What you will bring:

Excellent interpersonal skills

Excellent attitude and an extraordinary client service orientation

Ability to proactively assess situations and work/think independently

Superior phone skills—friendly and helpful in all interactions on the phone

Computer literate—Proficient with Microsoft applications such as Word, Excel, and Outlook

Familiarity in working with a customer relationship management (CRM) software desired

A genuine interest in serving and caring for other people

Excellent organizational and time management skills and ability to multi-task

Professional demeanor

2 years prior financial services experience is required

4 years prior customer service experience required

Prior LPL experience is a bonus

Benefits:

401(k) with match

Health insurance

Dental insurance

Life insurance

Paid time off

Vision insurance