Client Service Associate

Raymond James•Brea, CA

6d•$60,000 - $85,000•Onsite

About The Position

At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a concierge approach to working with our clients, helping to form lifelong and intimate relationships. As we grow, we are seeking a Client Service Associate to support our Financial Advisors, clients, and overall branch operations. The ideal candidate has strong administrative, organization, and customer service skills. When you become a part of the Blunt Wealth Services family, you will have a highly collaborative, positive, and trusted team by your side!

Requirements

Knowledge of Company’s working structure, policies, mission, and strategies
General office practices, procedures, and methods
Basic investment concepts, practices and procedures used in the securities industry
Financial markets, products and industry regulations
Skill in Client Relationship Management (CRM) software
Microsoft Office
Effective communication (in-person, virtual, phone and mail)
Marketing, branding, and social media
Ability to Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
Analyze and research account information
Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
Handle stressful situations and provide a high level of customer service in a calm and professional manner
Analyze problems and establish solutions in a fast-paced environment
Use mathematics sufficient to process account and transaction information
Use appropriate interpersonal styles and communicate effectively
Work both independently and as part of a team
Provide a high level of customer service
1+ years of experience in the financial services industry.

Responsibilities

Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
Opens new client accounts, process money movement, and researches information as needed
Ensures client paperwork and documentation is accurate prior to submission and processing. Follows up to ensure accurate completion
Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
Creates and maintains records and files utilizing Client Relationship Management (CRM) software
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
Performs other duties and responsibilities as assigned