Centura Wealth Advisory ยท 4 weeks ago
Senior Client Service Representative
Murrieta, CA
Full-time
Onsite
Mid, Senior Level
$95K/yr - $105K/yr
5+ years expCentura Wealth Advisory is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families and business owners. The Senior Client Service Representative is responsible for delivering exceptional client support, ensuring a seamless experience for clients and internal stakeholders, and acting as a trusted liaison between clients and the firm.
ConsultingFinancial ServicesWealth Management
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
Qualification
Required
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
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
Preferred
Bachelor's degree in Finance, Business Administration, Economics, or a related field is preferred
Company
Centura Wealth Advisory
Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned & precise.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jonathan Freeman
Chief Operating Officer
Recent News
PR Newswire
2022-01-24
Company data provided by crunchbase