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Chamberlain Group Financial Services · 3 weeks ago

Client Service Associate II

Irvine, CA

Full-time

Onsite

Senior Level

5+ years exp

Chamberlain Group is an independent financial services firm based in the Newport Beach/Irvine, CA area, specializing in tailored wealth management solutions. The Client Service Associate II will oversee investment operations, manage client data, and provide exceptional client service within the investment team.

ConsultingFinancial ServicesInsuranceRisk Management

Responsibilities

New Business Administration & Client Account Operations – Setup and maintenance of new client investment accounts; compilation and completion of client, custodian, investment manager and internal firm paperwork; execution of client and firm tasks such as asset transfers; preparation and execution of alternative investment paperwork

Client Data Management – keep systems (including CRM) up to date with current client information

Client Service – Interface with clients to provide proactive and reactive ongoing client service, including but not limited to distributions, personal information updates and portfolio reallocations

Advisor Support – execute directed initiatives and projects, as requested

Qualification

Investment account operationsClient serviceCustodial platformsSeries 7 licenseMicrosoft OfficeTeam communicationCustomer service skillsAttention to detailCritical thinkingFlexibility

Required

BA/BS degree

5 to 7+ years of relevant professional experience within client service/ investment operations in the financial services industry with knowledge of investment products

Basic understanding & familiarity with reading Trust & Corporate documents

Familiar with Alternative Investment subscriptions documents

Strong working knowledge of custodial platforms such as Pershing, Fidelity, Schwab, etc

Experience working with alternative investments and subscription documents

Ability to multi-task and prioritize your workload or proactively seek prioritization from manager

Attention to detail is an absolute requirement

Ability to provide excellent service while working directly with clients to accomplish necessary tasks

Must function well and communicate well on a team with shared responsibilities

Positive attitude, coachable spirit, superior customer service skills, strong initiative, critical thinking, flexibility, accountability and excellent communication (oral and written) skills a MUST

Proficient in Microsoft Office (Word, Excel and PowerPoint)