Client Services Specialist

Our client is an established, highly successful and growing RIA seeking a personable, detail oriented and reliable Client Services Specialist.  Your superior client centric talents will be critical in an elegant office servicing HNW pre-retiree and retired clients.   Their firm is dedicated to providing outstanding client service with the highest regard for confidence and security while planning for retirement.  

Job Requirements & Qualifications:  

• 3+ years’ experience in a client services role with an RIA serving high net worth clients 
• 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 office programs, Orion, Redtail CRM, and various custodial platforms (TD Veo, Schwab, Fidelity) 

Job Duties:  

• Support our Wealth Advisors and/or Wealth Managers in regard to new client onboarding, paperwork processing, client log in, and maintenance requests etc. 
• Work directly with clients in a professional manner to complete client service requests and facilitate completion of paperwork with complete accuracy.  

• Follow firm policy and procedures in regard to various protocols (money movement, disclosure document delivery, closing account procedures etc) 
• Follow through with workflows to completion and double check work for accuracy. 
• Maintain high levels of communication with Wealth Managers, Wealth Advisors, and clients throughout the new account onboarding process and when handling routine account maintenance items.  

Beneficial skills 

• Series 65 license (not required) 

Work Schedule: 

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

Compensation 

Annual Salary: $75,000 - $97,000