Jobs

    Client Services Associate - California, United States - Ascendo Resources

    Ascendo Resources
    Ascendo Resources California, United States

    2 weeks ago

    Default job background
    Description

    Our Client is seeking a full-time Senior Client Service Associate to join our Client Service team in our Los Angeles, CA office. This is a mid-level position that is instrumental in supporting advisory teams and an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. Successful candidates for this position will have strong client service and interpersonal skills and be able to thrive in a team environment with competing deadlines.

    Job Responsibilities

    • Provide operational and administrative support to Client Advisors in their daily business practices
    • Act as a key point of contact for client issues and concerns
    • Build client relationships while delivering white-glove customer service
    • Organize, track and lead team projects; seeing them through to a successful completion
    • Work cross-functionally with investment, accounting and operational departments to ensure clients' needs are being met
    • Manage individual client web portals and educate clients on the relevant capabilities and services
    • Coordinate with clients' outside advisors, including CPAs and Estate Planning Attorneys, to provide holistic service
    • Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements

    Competencies

    • Demonstrated outstanding client service and interpersonal skills
    • Exceptional listening, written and verbal communication skills
    • Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities

    Education/Experience

    • Bachelor's degree, business-related preferred
    • 4+ years of client service or administrative experience in the financial services industry
    • Series 65 preferred
    • Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus

    Why Work at here?

    • Competitive compensation structure
    • 401(k) Plan with Employer matching
    • Employer health savings account
    • Medical & vision insurance
    • Continuing education support

    EXCELLENT COMPENSATION PACKAGE

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