What are the responsibilities and job description for the Client Service Associate position at Continuum Advantage LLC?
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Registered Client Service Associate
Established Wealth Management is seeking a Part-Time Client Service Associate. This position will be an integral part of a growing boutique wealth management firm, located in Newport Beach, California.
With daily interaction and direct support to the firm’s Managing Director/Financial Advisor(s), the Client Service Associate’s industry experience paired with extraordinary client service is essential to the on-going growth and success of Established Wealth Management. If you find gratification in problem solving and caring for people, possess a welcoming personality and are in search of a family-oriented firm where you will make an impact and have room for advancement, we want to hear from you!
Desired Qualifications:
Bachelor’s Degree preferred; completed college coursework in conjunction with work experience will also be considered
FINRA Series 7, Series 66 (or 63 and 65)
Registered Client Service Associate
Established Wealth Management is seeking a Part-Time Client Service Associate. This position will be an integral part of a growing boutique wealth management firm, located in Newport Beach, California.
With daily interaction and direct support to the firm’s Managing Director/Financial Advisor(s), the Client Service Associate’s industry experience paired with extraordinary client service is essential to the on-going growth and success of Established Wealth Management. If you find gratification in problem solving and caring for people, possess a welcoming personality and are in search of a family-oriented firm where you will make an impact and have room for advancement, we want to hear from you!
Desired Qualifications:
Bachelor’s Degree preferred; completed college coursework in conjunction with work experience will also be considered
FINRA Series 7, Series 66 (or 63 and 65)
Registered Status Required
Wells Fargo Financial Network or Wells Fargo Advisors experience a plus, not required
Insurance licensed preferred
5 years of financial services experience
Strong client service skills
Strong attention to detail and accuracy skills
Effective organizational, multi-tasking, and prioritizing skills
Desired Traits:
Responsive and collaborative with Managing Director
Strong work ethic
Dependable: Consistently following through
Positive Attitude: Creating a great work environment
Advanced computer skills including MS Office suite (Word, Excel, Outlook, PowerPoint) required
Strong verbal, written, and interpersonal communication skills
Hybrid Position:
Schedule and hours for this position will be:
20-25-hours per week
Wells Fargo Financial Network or Wells Fargo Advisors experience a plus, not required
Insurance licensed preferred
5 years of financial services experience
Strong client service skills
Strong attention to detail and accuracy skills
Effective organizational, multi-tasking, and prioritizing skills
Desired Traits:
Responsive and collaborative with Managing Director
Strong work ethic
Dependable: Consistently following through
Positive Attitude: Creating a great work environment
Advanced computer skills including MS Office suite (Word, Excel, Outlook, PowerPoint) required
Strong verbal, written, and interpersonal communication skills
Hybrid Position:
Schedule and hours for this position will be:
20-25-hours per week