Business Advisor jobs in the United States

Our client is a rapidly expanding RIA that manages over $2 billion in assets under management. They are currently searching for a Senior Client Services Specialist who is personable, detail-oriented, and reliable. Your exceptional client-centric skills will be essential in a high-volume office environment that caters to HNW pre-retiree and retired clients. The firm is committed to providing exceptional client service while prioritizing confidentiality and security in retirement planning.   
 
Job Requirements & Qualifications: 

• 3 years’ experience in a client services role with an RIA serving high-net-worth clients 

• Experience with Charles Schwab as primary custodian. 

• 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 Microsoft Office programs 

Job Duties: 

•  Support our Wealth Advisors and/or Managers regarding new client onboarding (paperwork processing, client log-in, maintenance requests, etc.) 

•  Work directly with clients professionally to complete client service requests and facilitate the completion of paperwork with accuracy

•  Follow firm policy and procedures regarding various protocols (money movement, disclosure document delivery, closing account procedures, etc.)

•  Follow through with workflows to completion and double-check work for accuracy 

•  Maintain elevated levels of communication with Wealth Managers, Wealth Advisors, and clients throughout the new account onboarding process and when handling routine account maintenance items (money transfers/address updates/ beneficiary updates/ etc.) 

Beneficial skills: 

• Series 65 license (not required) 

• Experience with Orion and Redtail CRM. 

Work Schedule: 

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

Pay Rate: 

• $90k-$100k annually 

Benefits: 

• Paid for Health, Dental and Vision 

• 401k 

• PTO, Work from Home Flex Days