Senior Client Services Specialist

Our client is a rapidly expanding RIA in Irvine, CA that manages over $2 billion in assets under management. They are currently searching for a Senior Client Services Specialist who is personable, detail-oriented, and reliable. Your exceptional client-centric skills will be essential in a high-volume office environment that caters to HNW pre-retiree and retired clients. The firm is committed to providing exceptional client service while prioritizing confidentiality and security in retirement planning.

Job Requirements & Qualifications:

• 3+ years' experience in a client services role with an RIA serving high-net-worth clients
• Experience with Charles Schwab as primary custodian.
• 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

Job Duties:

• Support our Wealth Advisors and/or Managers regarding new client onboarding (paperwork processing, client log-in, maintenance requests, etc.)
• Work directly with clients professionally to complete client service requests and facilitate the completion of paperwork with accuracy
• Follow firm policy and procedures regarding various protocols (money movement, disclosure document delivery, closing account procedures, etc.)
• Follow through with workflows to completion and double-check work for accuracy
• Maintain elevated levels of communication with Wealth Managers, Wealth Advisors, and clients throughout the new account onboarding process and when handling routine account maintenance items (money transfers/address updates/ beneficiary updates/ etc.)

Beneficial skills:

• Series 65 license (not required)

• Experience with Orion and Redtail CRM.

Work Schedule:

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

Pay Rate:

• $90k-$100k annually

Benefits:

• Paid for Health, Dental and Vision
• 401k
• PTO, Work from Home Flex Days