Senior Client Service Representative
About The Position
The Senior Client Service Representative (Sr. CSR) is responsible for delivering exceptional client support to ensure a seamless and positive experience for clients and internal stakeholders. This role is an essential member of the advisory team, acting as a trusted liaison between clients and the firm. The Sr. CSR ensures smooth execution of administrative and operational tasks, while contributing to a white-glove client experience tailored to the complex needs of high-net-worth and ultra-high-net-worth individuals and families. This role is located onsite at the Murrieta, California office. Remote applicants will not be considered.
Requirements
- Advanced knowledge of wealth management principles, investment products, and financial planning strategies.
- Strong interpersonal skills with the ability to build and maintain relationships with clients and team members.
- Excellent problem-solving skills and a proactive approach to addressing client needs.
- Attention to detail and accuracy in all client interactions and documentation.
- Ability to work independently as well as collaboratively in a team-oriented environment.
- Strong time management skills, capable of prioritizing tasks and meeting deadlines.
- Commitment to maintaining confidentiality and professionalism in all client interactions.
- Willingness to learn and grow within the wealth management industry.
- Bachelors degree in Finance, Business Administration, Economics, or a related field is preferred.
- 5-7 years of experience in client service, customer support, or a related role within the wealth management or financial services industry.
- Advanced understanding of investment products, financial markets, and wealth management principles.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and experience with CRM software.
- Strong organizational skills with the ability to manage multiple tasks and priorities effectively.
- Excellent verbal and written communication skills, with a strong focus on client service.
Responsibilities
- Manage Custodial & Vendor Relationships
- Set up new client accounts
- Salesforce data management
- Manage financial accounts
- Own the check deposit process and Charles Schwab check scan process
- Client escalation management
- Own the single account cancellation process and household cancellation process
- Process and manage Alternative Investment subscriptions and capital calls
- Act as the first point of contact for clients, addressing inquiries and providing support via phone, email, and in-person interactions
- Assist clients with account-related requests, including account openings, transactions, and updates to personal information
- Process client paperwork, ensuring accuracy and compliance with regulatory requirements
- Prepare client reports and documentation for meetings, ensuring timely delivery of materials
- Collaborate with financial advisors and other team members to resolve client issues and enhance the overall client experience
- Monitor client account activity and communicate any relevant changes or updates to clients
- Conduct follow-ups with clients to ensure their needs are met and to gather feedback on services provided
- Assist in the onboarding process for new clients, guiding them through the necessary paperwork and procedures
- Stay informed about firm products and services to effectively communicate offerings to clients
- Perform other duties as assigned, contributing to a collaborative and high-performance team environment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
