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We are a boutique wealth management firm, supporting generations of families, institutional clients and foundations. We are service-oriented, and our clients stay with us because of the incredible care they receive. We have a blended business and always do what is right for the client, including financial planning, investment management, retirement plan advisory, and more. No matter the phase of life; we are here to steer and guide our clients, allowing them to live well now while still saving for a more secure financial future. We are a close team and support each other to achieve this mission!
We are expanding our team by hiring a Client Service Associate. You will support our advisors, our clients, and our continued growth, ensuring smooth firm-wide operations centered on client service including client-specific, account-specific, and general business functions. This position is responsible for facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching, and resolving client service issues, and preparing required documents. You're an administrative pro who wants to be more and do more. You are organized and able to work independently while thoroughly enjoy being part of a team. You love organizing paper and projects and enjoy filling out forms meticulously. You’re a go-getter when it comes to follow through and details rarely slip your grasp. You take immense pride in your work.
This position will support the office in in the following ways:
The ideal candidate:
Full Time
$51k-65k (estimate)
04/25/2024
05/10/2024
talentlinksolutions.com
San Diego, CA
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