Abacus Wealth Partners · 6 days ago
Client Services Associate
Santa Monica, CA
Full-time
Onsite
Entry, Mid Level
$76K/yr - $81K/yr
2+ years expAbacus Wealth Partners is a progressive financial planning firm devoted to helping people expand what’s possible with money. They are seeking a Client Services Associate who will provide tactical support for advisors and clients, ensuring a positive client experience and building trust through effective communication and organization.
AdviceBusiness IntelligenceFinancial ServicesInformation ServicesInsuranceReal Estate InvestmentService IndustryWealth Management
Responsibilities
Process account paperwork quickly and with as little disruption to the client experience as possible
Approach every client and future client interaction with empathy and clarity when completing tasks like account opening, responding to requests for money, and providing informational updates
Track all open requests closely, with an intense attention to detail
Build client relationships while delivering white-glove customer service
Assist with team projects; helping build new processes and revamp old ones
Keep client files organized and updated, saving documents with legal compliance in a consistent and logical location
Log every activity and event related to clients promptly into Salesforce, our CRM (Customer Relationship Management software)
Work with clients, advisors, and external financial custodians to ensure nothing falls through the cracks
Work as a true team player, providing assistance, answering questions, covering for coworkers, and helping with training
Qualification
Required
2 - 4 years of experience working directly with clients in a financial planning environment
Series 65 Certification
Outstanding customer service skills
Excellent communication skills - on the phone, in person, and in writing; provides prompt communication to clients and advisors without errors
Takes initiative on case work and holds advisors accountable on client services processes
Good problem solving skills with the ability to troubleshoot situations independently, while treating clients with patience and providing status updates
Good organization and prioritization skills to keep service moving and on time
High EQ with strong self control and interpersonal skills
Working technological savvy with a comfort for cloud-based applications, e-signatures, and CRM (SalesForce)
Understanding and appreciation of our Core Values - we hope you live and breathe them like we do
We're a certified B Corp committed to people and planet. If these things are important to you too, you belong with us!
Preferred
Prior experience with software like DocuSign, Salesforce, etc
An interest in our work definitely helps – if you're excited about money, financial planning, or our overall holistic and mindful approach to client work – please mention it in your application!
Benefits
Unlimited vacation
Flexible work hours (and location)
Eighteen weeks of paid parental leave
Company
Abacus Wealth Partners
Abacus Wealth Partners provides investment advisory services in the United States.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Spencer Sherman
Founding CEO and Advisor
Recent News
Foundation for Financial Planning
2025-05-17
Company data provided by crunchbase