International Search Consultants
Client Advisor Los Angeles, CA
International Search Consultants, Newport Beach, California, us, 92659
Our client is a rapidly growing investment management firm headquartered in Newport Beach, CA. The Firm manages over $1 billion in AUM and is a part of a larger Multi Family Office with over $24 billion in AUM. They provide investment management services to private clients and manage three fixed-income funds. The firm also offers discretionary investment management services to high net-worth individuals and trusts along with discretionary fixed-income investment management to their Trust company.The Client Advisor/Relationship Manager is integral to the client experience and overall relationship management. This position requires a highly motivated person who will work directly with high-net-worth individuals and will represent the face of the firm for most client inquiries and interactions. This individual will work closely with the firm’s portfolio management team, be responsible for the daily operations of client relationships, and will utilize their strong interpersonal communication and high attention to detail skillsets to successfully manage and grow the business. The Client Advisor/Relationship Manager will assist in the firm’s growth through individual and company-sponsored business development activities and through superior, ongoing customer service.
ESSENTIAL FUNCTIONS
Client ServiceCoordinate quarterly, semi-annual, annual, and ad hoc client meetings including preparation of performance and holdings reportsAttend client meetings, communicate portfolio positioning, performance, and investment outlookAdminister all aspects of client accountsProvide excellent client service in all aspects of the client relationship
Client Account SupportOpen client accounts and provide ongoing client access supportSupport client account activity and client statement inquiriesAsset transfer and money movementOn-line access supportGeneral client support
Account ManagementAccount opening, maintenance, and documentationAsset transfers and money movementReconcile cash and security movements as necessary
Business DevelopmentDrive mutual fund growth through expanding institutional and individual relationshipsNew business presentation preparationAssist with business development events, including client seminars and networking eventsCultivate new business development leads through community engagement
DESIRED CANDIDATEExcellent interpersonal skillsExcellent attention to detailThe ability to exercise independent judgmentA proactive approach to client serviceHigh energy and customer service focusA friendly professional demeanor and ability to excel in a team-oriented environmentExcellent verbal and written communication skillsHigh integrity and empathy
EDUCATION & SKILLS4-year degree from a recognized UniversityCFP preferred (or desire to obtain)Series 7 & 66Strong proficiency with Microsoft Office suite, especially Excel and PowerPointExperience with Addepar (desired, not required)
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ESSENTIAL FUNCTIONS
Client ServiceCoordinate quarterly, semi-annual, annual, and ad hoc client meetings including preparation of performance and holdings reportsAttend client meetings, communicate portfolio positioning, performance, and investment outlookAdminister all aspects of client accountsProvide excellent client service in all aspects of the client relationship
Client Account SupportOpen client accounts and provide ongoing client access supportSupport client account activity and client statement inquiriesAsset transfer and money movementOn-line access supportGeneral client support
Account ManagementAccount opening, maintenance, and documentationAsset transfers and money movementReconcile cash and security movements as necessary
Business DevelopmentDrive mutual fund growth through expanding institutional and individual relationshipsNew business presentation preparationAssist with business development events, including client seminars and networking eventsCultivate new business development leads through community engagement
DESIRED CANDIDATEExcellent interpersonal skillsExcellent attention to detailThe ability to exercise independent judgmentA proactive approach to client serviceHigh energy and customer service focusA friendly professional demeanor and ability to excel in a team-oriented environmentExcellent verbal and written communication skillsHigh integrity and empathy
EDUCATION & SKILLS4-year degree from a recognized UniversityCFP preferred (or desire to obtain)Series 7 & 66Strong proficiency with Microsoft Office suite, especially Excel and PowerPointExperience with Addepar (desired, not required)
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