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We are a wealth management firm located in Riverside, CA. We currently support more than 300 households and are growing! Our clients are everyday families, executives, doctors, and business owners, and we provide the requisite tools to help them achieve their financial objectives throughout various life stages. We have deep expertise in investment management, insurance, and employee benefits including pensions and 401K's, college planning, and social security. We deliver an above-and-beyond experience for our clients, always do what is right by the client, and always make time to educate and inform.
The Client Service Associate in our firm is not just a support role, it's an opportunity to directly impact the success of the practice. Partnering with the Founder, you will execute the service needs of clients and proactively anticipate upcoming roadblocks. You have experience answering phones, scheduling meetings, and managing and promptly facilitating the incoming flow of requests. You are an administrative pro who wants to be more and do more. If you are not already an expert in our industry with tasks like setting up new accounts, completing paperwork, and processing transfers, you want to be. You pride yourself on your high attention to detail and your unwavering ability to figure things out, especially with little to no direction. Being a two person team, this role is critical to the firm and our clients. We offer a long run rate for potential growth depending on your personal initiatives, work ethic, and goals. This is a part time position with the flexibility of working between 25-35 hours per week.
ESSENTIAL RESPONSIBILITIES
Full Time
$57k-73k (estimate)
05/27/2024
06/09/2024
talentlinksolutions.com
San Diego, CA
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