Client Service Associate
Company: The Wealth Consulting Group
Location: Palm Desert
Posted on: September 5, 2021
Our growing wealth management firm is seeking
a Client Services Associate to help us in our mission of assisting
clients achieve their financial goals while delivering a very
personalized and amazing client experience. The Client
Services Associate provides the first impression of our firm to our
clients & visitors and plays a critical role in the back-office
functioning of our team. This important resource on our team is
responsible for managing the daily operations of the group and
keeps the team running smoothly by ensureing that client service
needs, paperwork and processing, trading, & new account openings
are handled in a timely, accurate, and professional manner. A
positive and congenial attitude is a must.
Qualifications & Requirements
- Three+ years of industry work-related
experience (For example: financial services, banking, escrow,
- Proficient with MS-Word, Outlook, Excel,
PowerPoint, Windows and computer literate.
- Systems/Software: Ability to easily learn
multiple tech platforms such as Redtail CRM, Docusign, eMoney,
Sharefile, LPL ClientWorks, Acrobat, Constant Contact, Riskalyze.
Ability to walk clients through tech issues.
- Must be well organized, have meticulous
attention to detail, able to multi-task, meet scheduled due dates
and follow through, with strong time management skills.
- Team player, collaborative, able to work
effectively with others.
- Sound professional judgment and analytical
- Strong interpersonal skills with the ability
to interface with personnel in a broad range of areas of
- Excellent written and oral communication
skills required, including spelling, grammar, punctuation, and
- Exceptional phone, communication, and
- Energetic, helpful, handy, motivated, calm,
and a detail-oriented self-starter.
- Physical requirements include, but are not
limited to, sitting for extended periods of time, active computer
work (viewing multiple monitors, keyboarding, mousing), and the
ability to lift up to 20 pounds without assistance.
- BA/BS degree preferred.
Compensation is commensurate with experience
Paid Vacation Days
Paid Time Off (If these days don’t fall on a weekend):
New Year’s Day,
Martin Luther King, Jr. Day, President’s Day, Good Friday, Memorial
Day, Independence Day, Labor Day, Thanksgiving Day and Day After
Christmas Eve and Christmas Day
Office closed early at 1pm on Fridays in August
Retirement savings plan beginning 2022
Gas Mileage Reimbursement
Weekly Team Meeting Lunches
Flexible with Outside Appointments and Time Off
One Paid Volunteer Day Off
2 Hours off for your Birthday
We offer a great working environment in a
beautiful and professional office location. This is your chance to
play a key role in the continued success of our team. Our culture
is fast-paced, motivational, and focused on improving our clients’
lives. This position is full time, in person.
Keywords: The Wealth Consulting Group, Palm Desert , Client Service Associate, Other , Palm Desert, California
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