Client Advisor Salary at Hansel Auto Campus BETA

Company Overview: At Composition Wealth, we are a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity, excellence, and nimbleness. We are seeking a skilled and detail-oriented Senior or Entry-level Client Service Associate to join our Seattle or Los Angeles office. Job Description: You will provide operational and administrative support to Client Advisors in their daily practices, developing strong relationships with our clients providing holistic and well-rounded care. This is 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. We are open to both entry level and/or experienced associates in the Seattle or LA areas. Key

ISC’s team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. The role offers tremendous long-term career development and continued growth opportunities as they expand. The Investment Advisory Associate will be instrumental in partnering directly with UHNW Clients and will work closely with the Client Advisory, as well as Trust and Portfolio & Investment teams. This individual will provide customized client solutions partnering with the Client Service team, Portfolio Managers, and other specialized teams within the firm. Additional responsibilities include providing portfolio analysis, investment research, trade planning, financial presentations and analytical support and help to ensure consistency across all client relationships an

ISC’s team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. The role offers tremendous long-term career development and continued growth opportunities as they expand. The Investment Advisory Associate will be instrumental in partnering directly with UHNW Clients and will work closely with the Client Advisory, as well as Trust and Portfolio & Investment teams. This individual will provide customized client solutions partnering with the Client Service team, Portfolio Managers, and other specialized teams within the firm. Additional responsibilities include providing portfolio analysis, investment research, trade planning, financial presentations and analytical support and help to ensure consistency across all client relationships an

Come join our fun and friendly team— We are a customer-focused wealth management firm seeking a full-time Client Service Associate. This is a hybrid role. The Client Service Associate must be detail oriented, familiar with computer-based software, and comfortable fielding incoming phone calls. This is a fantastic opportunity to develop with a successful business and access outstanding market and firm growth opportunities. Our company is team-based and employees wear different “hats” to achieve a high level of client satisfaction. Role Summary: The Client Service Associate at Defined Financial Planning supports business operations to ensure day-to-day needs are met for our clients. The role supports advisory activities and interfaces with clients both face-to-face and behind the scenes. The ideal candidate is proactive, responsive, and thorough. Responsibilities include: Client management services (on the phone, email and in person) Managing the firm's main phone line - screen and direc

Our client is looking for a Private Client Advisor. You will play a crucial role in coordinating the account opening process both internally and externally. This includes preparing custodian account applications and advisory agreements, as well as setting up accounts on our internal systems. You will also have the opportunity to analyze, develop, and maintain internal processes for operational tasks such as reconciliation and account opening. Responsibilities: Coordinate account opening process internally and externally. Reconcile securities transfers and ensure accurate quantities and cost basis. Utilize Salesforce for data entry, reporting, and task management. Respond promptly and accurately to client service requests. Generate reports, materials, and assist with client meetings. Qualifications: Bachelor's degree or equivalent experience. 2+ years of financial services experience. Knowledge of investment industry and securities. Strong client service or operations background. Profic

Our client is looking for a Private Client Advisor. You will play a crucial role in coordinating the account opening process both internally and externally. This includes preparing custodian account applications and advisory agreements, as well as setting up accounts on our internal systems. You will also have the opportunity to analyze, develop, and maintain internal processes for operational tasks such as reconciliation and account opening. Responsibilities: Coordinate account opening process internally and externally. Reconcile securities transfers and ensure accurate quantities and cost basis. Utilize Salesforce for data entry, reporting, and task management. Respond promptly and accurately to client service requests. Generate reports, materials, and assist with client meetings. Qualifications: Bachelor's degree or equivalent experience. 2+ years of financial services experience. Knowledge of investment industry and securities. Strong client service or operations background. Profic

Our client is seeking a highly professional Client Service Associate to join their team. Qualifications: 2+ years of experience in investment management and/or financial advisory services required. Experience with SalesForce, Money Guide Pro, Box, Charles Schwab Custodial Services and Orion portfolio accounting software is a plus. Competence in Wealth Management operational systems. Passion to help new and existing clients. Excellent interpersonal skills and excellent verbal and written communication skills. A high level of professionalism and exceptional attention to detail. Ability to manage priorities and workflow and work independently. Salary: $80,000 - $110,000 Please submit a resume for consideration and a full job description. Only accepting local Bay Area candidates.

Our client is seeking a highly professional Client Service Associate to join their team. Qualifications: 2+ years of experience in investment management and/or financial advisory services required. Experience with SalesForce, Money Guide Pro, Box, Charles Schwab Custodial Services and Orion portfolio accounting software is a plus. Competence in Wealth Management operational systems. Passion to help new and existing clients. Excellent interpersonal skills and excellent verbal and written communication skills. A high level of professionalism and exceptional attention to detail. Ability to manage priorities and workflow and work independently. Salary: $80,000 - $110,000 Please submit a resume for consideration and a full job description. Only accepting local Bay Area candidates.