Client Service Representative

Centura Wealth Advisory•San Diego, CA

13d

About The Position

The Client Service Representative (CSR) delivers exceptional support to clients and internal stakeholders, acting as a liaison between clients and the firm. As an essential member of the advisory team, the CSR handles administrative and operational tasks that support a seamless, white-glove client experience for high-net-worth and ultra-high-net-worth individuals and families. The position supports client account administration, custodial and vendor relationships, onboarding, paperwork, reporting, and issue resolution. The CSR communicates with clients through phone, email, and in-person interactions, works with advisors and colleagues to address client needs, and helps ensure that account processes are completed accurately and on time. Centura Wealth Advisory is an SEC Registered Investment Advisory firm headquartered in San Diego with a national presence. It provides investment and wealth management services to affluent families, business owners, and corporate executives. The firm describes a culture focused on client needs, ethical standards, quality, and investing in its team, and states its commitment to diversity, inclusion, and equal employment opportunity.

Requirements

One to three years of experience in client service, customer support, or a related role in wealth management or financial services.
Basic understanding of investment products, financial markets, and wealth management principles.
Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint.
Experience with CRM software.
Strong organizational skills and ability to manage multiple tasks and priorities.
Excellent verbal and written communication skills with a strong focus on client service.
Strong interpersonal skills and ability to build and maintain relationships with clients and team members.
Excellent problem-solving skills and a proactive approach to client needs.
Attention to detail and accuracy in client interactions and documentation.
Ability to work independently and collaboratively in a team-oriented environment.
Strong time-management skills, including prioritizing tasks and meeting deadlines.
Commitment to confidentiality and professionalism.
Willingness to learn and grow within the wealth management industry.

Nice To Haves

Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
Experience working with Charles Schwab.

Responsibilities

Manage custodial and vendor relationships.
Set up new client accounts and manage Salesforce data.
Manage financial accounts, including mobile check deposits.
Manage client escalations and account or household cancellation processes.
Handle changes of ownership and ensure deadlines are met.
Serve as the first point of contact for clients, responding to inquiries and providing support by phone, email, and in person.
Assist with account-related requests, including account openings, transactions, and personal-information updates.
Process client paperwork accurately and in compliance with regulatory requirements.
Prepare client reports and meeting documentation and deliver materials on time.
Collaborate with financial advisors and team members to resolve client issues and improve the client experience.
Monitor client account activity and communicate relevant changes or updates to clients.
Follow up with clients to confirm their needs are met and gather feedback about services.
Assist with new-client onboarding, including required paperwork and procedures.
Stay informed about firm products and services to communicate offerings effectively.
Perform other duties as assigned in support of a collaborative, high-performance team.