Sr. Client Service Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Signature Estate & Investment Advisors, LLC · 1 month ago

Sr. Client Service Associate

positionCleveland, OH
timeFull-time
remoteOnsite
senioritySenior Level
money$50K/yr - $75K/yr

Signature Estate & Investment Advisors, LLC is a firm that provides advisory services to clients. The Sr. Client Service Associate supports the lead advisor with account management and client service needs, ensuring a seamless experience for clients from onboarding to ongoing service.

AdviceConsultingReal EstateRetirementWealth Management

Responsibilities

Responsible for many aspects of administration and client service for Business Clients and Retail Wealth Clients
Responsible for New Business (tracking statistics, open new accounts)
Organize and Manage Portfolio Review, Prospect or Closing Meeting Process for Clients
Account Maintenance (opening new accounts, follow through, managing transactions, address changes, etc.)
Prepare paperwork, letters, client reports and other client communications
Proactive and immediate resolution of client inquiries – direct client contact
Scheduling client meetings
Participation in weekly Staff and Operations Meetings
Responsible for designing your own, independent workflow and tracking tasks in CRM
Expectation of initiative to look for ways to streamline processes in order for the firm to be more efficient as a whole
Responsible to document your tasks for the Operations Procedure Manual (screen shots with clear, concise instructions)
Effective communication with both internal and external contacts including prospects and clients
Establish working relationships with colleagues and external clients
Handle a variety of tasks and provide connection between advice across all areas of the firm

Qualification

FINRA licenses Series 7FINRA licenses Series 66CRM softwareSpreadsheet Software (Excel)Word Processing Software (Word)Electronic Mail Software (Outlook)Presentation software (PowerPoint)Customer ServiceInterpersonal SkillsOral CommunicationWritten CommunicationAdaptabilityTeamwork

Required

Bachelor's Degree (BA) from four-year college or university
Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software

Preferred

Preferred FINRA licenses Series 7 and 66

Company

Signature Estate & Investment Advisors, LLC

twittertwitter
company-logo
Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering investment management and financial planning services tailored to the unique needs of affluent individuals, institutions and corporations.
dateFounded in 1997
location
Los Angeles, California, USA
people-size201-500 employees
web-link
https://www.seia.com/

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Reverence Capital Partners
2022-08-17Private Equity

Leadership Team

leader-logo
Gary Liska
Founding Partner
linkedin

Recent News

Pulse 2.0
SEIA To Buy $1.6 Billion Firm Select Money Management
2025-09-16
PR Newswire
Signature Estate & Investment Advisors (SEIA) Expands National Footprint with $1.6 Billion Select Money Management Planned Acquisition
2025-09-10
PR Newswire
Signature Estate & Investment Advisors (SEIA) Bolsters Private Client Group with New Director to Accelerate Upmarket Growth
2025-07-17
Company data provided by crunchbase