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Posted : Wednesday, June 05, 2024 08:20 PM
*Job Category: Financial Services*
*Job Title: Experienced Client Service Associate*
*Location: San Luis Obispo, CA*
*Status: Full-Time*
*Relevant Experience: 5 years Wealth Management support experience*
_*\*This position is posted by Advisor Staff Connection on behalf of Central Coast Wealth Management in San Luis Obispo, CA.
Visit their website at: www.
centralcoastwm.
com*_ *About us –* We are a wealth management firm located in downtown San Luis Obispo, California.
Our office provides a comfortable, professional work environment for our team and our clients.
Through a comprehensive process, we create a strategy for helping our clients manage their financial lives.
Our team works together to personalize a long-term custom plan for our clients and their families so they can navigate these challenging times.
*About you –* * You are a bright, experienced financial professional who exudes a positive and energetic presence.
* You are committed to developing rapport and providing clients with excellent service in a timely manner.
* You are organized, a self-starter, and can work independently while functioning as a financial consultant’s right hand.
* You have exceptional attention to detail and an ability to complete error-free work.
* You can effectively prioritize your workload and meet deadlines.
* You are computer savvy and easily pick up on systems you are not familiar with.
* You enjoy taking on new challenges, but also don’t mind doing the little things that help keep a professional practice running smoothly *Job Responsibilities –* Client Service Responsibilities: * Maintain CRM and site data for all clients and 401k plans * Assist with new client onboarding – 401(k) and retail * Assist with preparing investment reviews: Administrative and Participant Education * Assist with preparing client meeting reviews (not including financial plan) * Assist with daily transactions, including money movement, account maintenance, electronic filing, document uploading, and other projects, as needed * Assist with drafting Investment paperwork * Assist with annual insurance review * Order Illustrations for Annuity, Life, Long Term Care, Disability, etc.
Administrative Responsibilities: * Assist Advisor and Director of Client Services & Operations with day-to-day projects and tasks * Create and maintain most reports for weekly office meetings * Handle incoming phone calls from clients, vendors, or prospects * Maintain company and Advisor’s calendar – schedule/coordinate any appointments as necessary * Daily phone call or emails to confirm client scheduled meetings * Regularly review broker-dealer news items, technology updates/ reports, and communication pertinent information back to Advisor and other office staff * Research products/programs for Advisor * Monitor client meeting frequency needs through CRM and create meeting folders * Plan birthday and holiday gifts for clients Operational Responsibilities: * Quarterly updating of all Manual Assets * Keep track of and monitor licensed staff’s continuing education, licenses, and state registrations * Assist in the annual coordination of Tax files to CPAs for specific client-level households * Maintain 401k informational spreadsheets and datasheets * Ordering and maintaining marketing materials, investment prospectus, and investment fact sheet files *Requirements –* * 5+ years of experience supporting a wealth management office in a client service/administrative capacity * Strong knowledge of 401(k) plans, Annuities, Retirement, Life Insurance and Financial Planning products * Excellent computer skills; fluency in Microsoft Office, particularly Excel; previous experience with CRM systems and Docusign.
Knowledge of Money Guide Pro, Right Capital, or eMoney would be a plus.
* Must present self as a polished professional and have excellent verbal and written communication skills.
*We offer –* A generous hourly wage plus bonuses; health insurance; 401(k); profit sharing and paid vacation.
*Equal Opportunity Employer.
* Job Type: Full-time Pay: $25.
00 - $35.
00 per hour Expected hours: 40 per week Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Paid time off Compensation package: * Bonus opportunities Schedule: * Day shift * Monday to Friday Education: * Associate (Preferred) Experience: * Customer relationship management: 3 years (Preferred) * Wealth management: 3 years (Preferred) * Microsoft Excel: 3 years (Preferred) * Financial software: 3 years (Preferred) Ability to Commute: * San Luis Obispo, CA 93401 (Required) Work Location: In person
Visit their website at: www.
centralcoastwm.
com*_ *About us –* We are a wealth management firm located in downtown San Luis Obispo, California.
Our office provides a comfortable, professional work environment for our team and our clients.
Through a comprehensive process, we create a strategy for helping our clients manage their financial lives.
Our team works together to personalize a long-term custom plan for our clients and their families so they can navigate these challenging times.
*About you –* * You are a bright, experienced financial professional who exudes a positive and energetic presence.
* You are committed to developing rapport and providing clients with excellent service in a timely manner.
* You are organized, a self-starter, and can work independently while functioning as a financial consultant’s right hand.
* You have exceptional attention to detail and an ability to complete error-free work.
* You can effectively prioritize your workload and meet deadlines.
* You are computer savvy and easily pick up on systems you are not familiar with.
* You enjoy taking on new challenges, but also don’t mind doing the little things that help keep a professional practice running smoothly *Job Responsibilities –* Client Service Responsibilities: * Maintain CRM and site data for all clients and 401k plans * Assist with new client onboarding – 401(k) and retail * Assist with preparing investment reviews: Administrative and Participant Education * Assist with preparing client meeting reviews (not including financial plan) * Assist with daily transactions, including money movement, account maintenance, electronic filing, document uploading, and other projects, as needed * Assist with drafting Investment paperwork * Assist with annual insurance review * Order Illustrations for Annuity, Life, Long Term Care, Disability, etc.
Administrative Responsibilities: * Assist Advisor and Director of Client Services & Operations with day-to-day projects and tasks * Create and maintain most reports for weekly office meetings * Handle incoming phone calls from clients, vendors, or prospects * Maintain company and Advisor’s calendar – schedule/coordinate any appointments as necessary * Daily phone call or emails to confirm client scheduled meetings * Regularly review broker-dealer news items, technology updates/ reports, and communication pertinent information back to Advisor and other office staff * Research products/programs for Advisor * Monitor client meeting frequency needs through CRM and create meeting folders * Plan birthday and holiday gifts for clients Operational Responsibilities: * Quarterly updating of all Manual Assets * Keep track of and monitor licensed staff’s continuing education, licenses, and state registrations * Assist in the annual coordination of Tax files to CPAs for specific client-level households * Maintain 401k informational spreadsheets and datasheets * Ordering and maintaining marketing materials, investment prospectus, and investment fact sheet files *Requirements –* * 5+ years of experience supporting a wealth management office in a client service/administrative capacity * Strong knowledge of 401(k) plans, Annuities, Retirement, Life Insurance and Financial Planning products * Excellent computer skills; fluency in Microsoft Office, particularly Excel; previous experience with CRM systems and Docusign.
Knowledge of Money Guide Pro, Right Capital, or eMoney would be a plus.
* Must present self as a polished professional and have excellent verbal and written communication skills.
*We offer –* A generous hourly wage plus bonuses; health insurance; 401(k); profit sharing and paid vacation.
*Equal Opportunity Employer.
* Job Type: Full-time Pay: $25.
00 - $35.
00 per hour Expected hours: 40 per week Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Paid time off Compensation package: * Bonus opportunities Schedule: * Day shift * Monday to Friday Education: * Associate (Preferred) Experience: * Customer relationship management: 3 years (Preferred) * Wealth management: 3 years (Preferred) * Microsoft Excel: 3 years (Preferred) * Financial software: 3 years (Preferred) Ability to Commute: * San Luis Obispo, CA 93401 (Required) Work Location: In person
• Phone : NA
• Location : 1104 Palm St, San Luis Obispo, CA
• Post ID: 9050852140
