Client Service Associate (Entry Level)

Our Client is looking for a entry level Client Service Associate at an RIA located in Costa Mesa, CA. The ideal candidate can be a recent grad with internship experience or a year or more professional experience working with an RIA.

Job Requirements & Qualifications:

• 1+ years' experience in a client services role or recent grad with internship experience in financial planning.

• Dedication to high standards and performing at best practice level

• Strong problem-solving skills

• Solution oriented mindset

• Excellent communication, organizational, and follow up skills

• Superior attention to detail

• Ability to work through questions and concerns collaboratively

• Customer service oriented and a friendly disposition

• Experience with Microsoft office programs and Outlook

Job Duties:

• Support our Senior Client Services staff in regard to various administrative tasks. (ie. Running reports, sending meeting confirmations, data entry, auditing).

• Work directly with Senior Client Service staff to help support workflows and operations.

• Engage with our high-net-worth clients on routine tasks and troubleshooting. (ie. Logging into our client portal and DocuSign).

• Help prepare client paperwork for client execution.

• Other tasks as assigned.

Beneficial skills:

• Experience with Orion and Redtail CRM.

• Experience with Charles Schwab Adviser Center and Fidelity Wealthscape.

Work Schedule:

• Monday through Friday, in Costa Mesa, CA office 8:00AM to 4:30PM

Pay Rate:

$65,000 - $75,000
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.