Client Relationship Manager for Ria - Pasadena, United States - Advisor Business Solutions

Advisor Business Solutions
Advisor Business Solutions
Verified Company
Pasadena, United States

2 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Responsibilities include but are not limited to the following:

  • High-touch client service and daily use of the Schwab Advisor Portal
  • Maintain client relationships through proactive communication and prompt responses to client requests and inquiries
  • Ensure client information and documents are kept current
  • Schwab account onboarding
  • Assist in the creation and production of materials needed for client meetings
  • Add and maintain client data in Client Management System
  • Assist in the preparation and distribution of client reports
  • Assist in the preparation of client and prospect presentations

Qualifications:


  • 3+ Years of experience in Wealth Management or Financial Services
  • Series 65 preferred
  • Comprehensive real working experience with Schwab Advisor Center a must
  • Strong work ethic and drive to learn and contribute in a fastpaced performancedriven environment
  • Polished communication skills and ability to interact professionally with all clients and office personnel. This includes both written and verbal communication
  • Proficient in Microsoft Office with an emphasis on Excel and PowerPoint
  • Advanced experience with Microsoft Excel is preferred
  • Experience with Orion is a plus
  • Experience with iCapital is a plus
  • Experience trading is a plus
  • Experience with money movement is a plus
  • Must have a customercentric attitude with a commitment to doing what is right for the client
  • Ability to work independently
  • Ability to manage multiple tasks and deadlines well

Location:
Pasadena, CA. This is not a remote position.


Company, Salary & Benefits Information:


  • Part of a privately held financial and insurance services firm in business for more than 50 years.
  • Good work environment.
  • Strong team atmosphere.
  • Strong benefits package.
  • Flexible work schedules.
  • Salary range $85,000 $95,000, Starting salary commensurate with experience.

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.
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