This job has closed.

Wizehire · 2 days ago

Senior Client Service Associate

Rancho Santa Fe, CA

Full-time

Hybrid

Mid, Senior Level

$85K/yr - $115K/yr

3+ years exp

Wizehire is a Rancho Santa Fe-based, top-tier RIA that helps hardworking individuals attain data-driven planning and pragmatic investing. They are seeking a Senior Client Service Associate to ensure that all operational tasks are completed on time and in good order while providing exceptional client experiences.

Human ResourcesInternetRecruiting

Responsibilities

Manage tasks and workloads to ensure all tasks are completed correctly and on time

Set the standard of excellence for the delivery of the client experience, including the physical and virtual environments in which we conduct client conversations

Responsible for providing work direction to others

Work with advisors to create workflows to ensure client expectations are met

Ensure our advisors are free from most administrative tasks and able to be at their best every day

Ensure our external partners and vendors are held accountable to established standards of excellence

Contact and coordinate with clients on routine needs, including cash management and meeting scheduling

Work with our Compliance Manager to ensure the firm is compliant in all things

Manage all communications between our advisors and CPA partners

Qualification

Client Service Associate experienceHigh-net-worth individualsAttention to detailCommunication skillsProblem-solving skillsAnalytical skillsUndergraduate degreePositive attitudeInterpersonal skills