Signature Estate & Investment Advisors, LLC · 9 hours ago
Client Services Manager
Redondo Beach, CA
Full-time
Onsite
Mid LevelSignature Estate & Investment Advisors, LLC is seeking a Client Services Manager to support the lead advisor with account management and client service needs. This role involves assisting in all aspects of client interaction, from onboarding to ongoing service, ensuring a seamless experience for clients.
AdviceConsultingReal EstateRetirementWealth Management
Hiring Manager
Kailey Blahut
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 workflow and tracking tasks in CRM
Expectation of initiative to look for ways to streamline processes for the branch to be more efficient
Responsible for documenting 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 seamless connection between clients and advisor processes
Qualification
Required
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 workflow and tracking tasks in CRM
Expectation of initiative to look for ways to streamline processes for the branch to be more efficient
Responsible for documenting 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 seamless connection between clients and advisor processes
Benefits
Employee medical: With SEIA and employee contributions
Employee dental, vision and life insurance: Fully paid by SEIA
Dependent medical, dental and vision: Employee paid options
Paid Time Off (PTO)
Holiday Pay
401k with generous match and immediate full vesting
Employee Assistance Program (EAP) and discounts
Company
Signature Estate & Investment Advisors, LLC
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.
Founded in 1997
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Reverence Capital Partners
2022-08-17Private Equity
Leadership Team
Gary Liska
Founding Partner
Recent News
2025-09-16
Company data provided by crunchbase