Senior Client Service Associate
Senior Client Service Associate
Anaheim, CA
$70,000 -90,000
An established, innovative Investment Firm is looking to expand their team by adding a Client Service professional! The team is looking for the right fit to grow within the firm long-term. you'll have the opportunity to leverage your financial analysis and reporting experience while being the cornerstone of client relationships-supporting financial advisors, institutional clients, and internal teams, taking that next step in your career.
The Senior Client Service Associate will be responsible for:
- Lead onboarding efforts
- Act as the primary point of contact for advisors and investors
- Handle comprehensive account servicing, including cash management, tax-related activities, account updates, and custom reporting
- Relay strategic information, performance updates, and market insights to investors
- Execute asset allocation changes
- Prepare portfolio review materials
- Improve processes and procedures
- Support CRM management
The Senior Client Service Associate should have the following qualifications:
- Bachelor's degree in finance, business administration or related field
- Minimum of 5+ years of relevant experience, ideally within a financial services or investment management firm
- Series 7
- Excellent communication and written skills
- Experience with and knowledge of paperwork and workflow associated with custodians such as Charles Schwab and/or Fidelity Investments
- Understanding of financial markets, investment principles and regulatory requirements
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