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Client Service Associate

Company: Advisor Business Solutions
Location: Pasadena
Posted on: March 18, 2023

Job Description:

Our client is a successful private wealth management firm with $5 bill AUM based in Pasadena, CA. The well-established firm seeks the right person to join their team as a Client Service Associate.The ideal Client Service Associate has strong organizational skills, is highly efficient, and is a proactive independent worker to support the lead wealth advisor.
This role is currently offered as a temporary position starting in the first week of March and lasting three months of employment. This position has the possibility of turning into a permanent administrative position.

  • Keen ability to use online dashboards for workflows, following through with pending tasks status through completion
  • Monitoring Schwab Advisor Portal for alerts (checking dashboard daily)

    • Strong understanding of back-office procedures, onboarding process, managing paperwork, and money movement using the Schwab Advisor Portal
    • Must be able to demonstrate abilities with meeting preparation, scheduling appointments, identifying priority tasks before/after client or prospect meetings with proactive follow up
    • Create PowerPoint presentations for meetings
    • Tracking notes on meetings
    • Create daily and weekly cash analysis reports

      • Excellent communication skills, strong experience taking detailed notes and promptly entering information into CRM.
      • Manage calendars, appointments, follow-up reminders, and exceptional time management skills


        • Bachelor's Degree
        • Minimum one year of experience as a Client Service Associate or other supportive financial services roles

          • Knowledge of the financial planning process is a plus
          • Technology experience preferred: Schwab Advisor Portal, Orion, and iCapital


            • Hourly Rate: $18 - $22

              About Us
              Advisor Business Solutions provides staffing, strategic marketing, and training services for financial services, government, and corporations nationwide. Our 20+ year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.

Keywords: Advisor Business Solutions, Pasadena , Client Service Associate, Other , Pasadena, California

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