The Clark Group Asset Management · 20 hours ago
Client Service Associate
Dana Point, CA
Full-time
Onsite
Entry Level
$70K/yr - $70K/yr
2+ years expThe Clark Group Asset Management is an independent Registered Investment Advisor based in Dana Point, CA, specializing in financial planning and investment management for high-net-worth families. They are seeking a detail-oriented Client Service Associate to support client service and operational needs while working closely with advisors and operations to deliver a high-touch client experience.
AdviceAsset ManagementFinanceFinancial ServicesProfessional Services
Hiring Manager
Brandon Clark, CFP®, CPWA®
Responsibilities
Support client service and operational needs across the firm
Enter and maintain accurate client data in RightCapital or other financial planning tools, as well as Salesforce
Prepare, complete, and submit account applications and service-related paperwork
Schedule client meetings and Zoom calls; manage calendars and coordination
Answer incoming phone calls and direct inquiries appropriately alongside Operations Manager
Download, organize, and maintain client documents and records
Assist with mass emails and email campaigns
Maintain internal compliance logs and tracking records
Collaborate closely with advisors and operations to ensure paperwork accuracy and efficiency
Provide general administrative support as needed
Qualification
Required
2+ years of experience in financial services preferred, but not required
Organized, reliable, and detail-oriented
Comfortable with technology and learning new systems
Strong written and verbal communication skills
Proactive, collaborative mindset
Good sense of humor and ability to work well in a team environment
Preferred
Experience in wealth management is a plus, but backgrounds in related industries such as banking, lending, or financial operations are also valuable
Experience with Charles Schwab, RightCapital, Salesforce, or other financial planning software is a plus and may be reflected in compensation, but not required
Benefits
401(k) with profit sharing after one full year with the company
Health insurance and standard benefits included
Opportunity for long-term growth within a scaling boutique RIA
Company
The Clark Group Asset Management
The Clark Group Asset Management is a registered investment advisory firm.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Raymond Clark CFP®
Chief Executive Officer
Company data provided by crunchbase