16 Client advisor Jobs in Los Angeles, CA
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Ascendo is Hiring a Client advisor Near Los Angeles, CA
Client Service Advisor - Wealth Management - Los Angeles, CA
Our client is seeking a full-time Senior Client Service Associate to join our Client Service team in their
Los Angeles, CA office
This is a mid-level position that is instrumental in supporting advisory teams and an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths.
Successful candidates for this position will have strong client service and interpersonal skills and be able to thrive in a team environment with competing deadlines.
Job Responsibilities
- Provide operational and administrative support to Client Advisors in their daily business practices
- Act as a key point of contact for client issues and concerns
- Build client relationships while delivering white-glove customer service
- Organize, track and lead team projects; seeing them through to a successful completion
- Work cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being met
- Manage individual client web portals and educate clients on the relevant capabilities and services
- Coordinate with clients’ outside advisors, including CPAs and Estate Planning Attorneys, to provide holistic service
- Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements
Competencies
- Demonstrated outstanding client service and interpersonal skills
- Exceptional listening, written and verbal communication skills
- Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities
Education / Experience
- Bachelor’s degree, business-related preferred
- 3 years of client service or administrative experience in the financial services industry
- Series 65 preferred
- Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and / or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus
Why Work Here??
- Competitive compensation structure
- 401(k) Plan with Employer matching
- Employer health savings account
- Medical & vision insurance
- Continuing education support
Last updated : 2024-05-11
Job Summary
Full Time
IT Outsourcing & Consulting
$60k-78k (estimate)
05/13/2024
05/23/2024
ascendo.us
SOUTH BURLINGTON, VT
25 - 50
2009
Private
MARC BOLH
<$5M
IT Outsourcing & Consulting
Related Companies
The job skills required for Client advisor include Client Service, Customer Service, Microsoft Office, Organizational Skills, Time Management, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client advisor positions, which can be used as a reference in future career path planning. As a Client advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client advisor. You can explore the career advancement for a Client advisor below and select your interested title to get hiring information.
If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Advisor job description and responsibilities
Attend all renewal strategy and budget meetings and prepare renewal proposals for all clients.
01/23/2022: Springfield, OH
Advisors do meeting with prospective new clients to earn the right to give them advice.
02/06/2022: Greenville, SC
Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors.
02/18/2022: Knoxville, TN
Review bonds wordings and provide clear verbal and written guidance to clients regarding the suitability of the bond wording submitted.
02/13/2022: El Paso, TX
Ability to build relationships with client teams and key stakeholders.
03/25/2022: Houston, TX
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Advisor jobs
A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
02/05/2022: Peoria, IL
Typically, clients meet with financial advisors once or twice quarterly though this depends on the advisor.
03/07/2022: Dallas, TX
Financial advisors need client relationship skills to attract new clients and retain the clients they already have.
02/26/2022: Billings, MT
Providing excellent customer service and developed long-standing client relationships with repeat business.
01/25/2022: Carson City, NV
Client advisots must be excellent communicators capable of leading a team.
03/06/2022: Stockton, CA
Step 3: View the best colleges and universities for Client Advisor.
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