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Location

Pasadena, CA | United States

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Job description

. Salary: $80K-$100K DOE
Location: Pasadena, CA
Job Title: Client Service Associate
Requirements:
--Bachelor's degree, business-related preferred
--5+ years of client service or administrative experience in the financial services industry
--Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus

We are an independent, nationally-ranked investment advisory firm with offices in Pasadena, Chicago, Denver, CO and Houston, TX. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards and we are featured in Forbes, Barrons, CNBC, and other top media outlets. We have also been named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.

We are seeking a full-time Client Service Associate to join our Client Service team in our Pasadena office. This is an entry-level position that is instrumental in supporting advisory teams and an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. Successful candidates for this position will have strong client service and interpersonal skills and be able to thrive in a team environment with competing deadlines.

If you feel this role matches what you're looking for in your next opportunity, please apply or send your resume to [email protected] to get ahead of the line!

What You Will Be Doing

--Provide operational and administrative support to Client Advisors in their daily business practices
--Act as a key point of contact for client issues and concerns
--Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians, and complying with regulatory requirements
--Execute money transfers, help facilitate trades, and perform ad hoc client requests
--Work cross-functionally with investment, accounting, and operational departments to ensure clients needs are being met
--Generate and substantiate reports for meetings
--Gather, input, and maintain key client information in the CRM (Salesforce)

What You Need for this Position

--Bachelor's degree, business-related preferred
--5+ years of client service or administrative experience in the financial services industry
--Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus
--Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities
--Exceptional listening, written and verbal communication skills
--Demonstrated outstanding client service and interpersonal skills

Benefits

What's In It for You

-- Salary range: $85K-100K DOE
--Competitive bonus and commission compensation structure
--401(k) Plan with Employer matching
--Employer health savings account
--Medical & vision insurance
--Continuing education support
--We are passionate about our people. We invest a ton of time, energy and resources in our people, and they are genuinely excited to call us their new home

If you're a Client Service Associate who meets these qualifications, please apply or send your resume directly to [email protected] to get ahead of the line!

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact John OGrady
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact John OGrady
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact John OGrady
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact John OGrady
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact John OGrady

Applicants must be authorized to work in the U.S.

Preferred Skills

Tax

CPA

Audit

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Job tags

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Salary

$80k - $100k