Report on Client Service Associate For A North County Wealth Management Firm

Client Service Associate For A North County Wealth Management Firm

Cornerstone Wealth Advisors, Inc., is a growing, fast-paced and professional wealth management firm, providing our clients with the highest level of care and service. We value our employees; promoting from within and offering benefits including vacation pay, group health care and a 401k plan with company matching.

Our Client Service Associate (CSA) plays a significant role in account management and client support, and in a typical workday, will:

⢠Oversee completion of account paperwork, including client on-boarding
⢠Work closely with our Advisors and Planners to create client financial plan models
⢠Generate and evaluate performance reports
⢠Schedule and attend client meetings and follow up on assigned tasks to completion
⢠Manage the review meeting process, including scheduling meetings and calls and ensuring all tasks are completed
⢠Initiate financial transactions for our clients
⢠Maintain CRM records
⢠Work closely with all departments and provide administrative support

Our CSA must be:

⢠Especially professional, discreet and service oriented, possess excellent written and verbal communication skills, and be detail oriented
⢠Enthusiastic about learning and participating in the wealth management industry
⢠Proficient in Microsoft Outlook, Word and Excel as well as CRM software
⢠Actively preparing to take the exam for the Series 65 license, or have already obtained it

If you are interested in this opportunity and meet the above qualifications, please reply with your resume and salary requirements. We wish you well in your employment search.

Experience Requirements: 
Not requirements
Date posted:
Job Id: