Job description

Job Title: Client Service Associate

Status: Part-Time OR Full Time in La Jolla, CA; Hybrid Office/Remote

Pay Range: $25 – 32/hour, depending on experience

Job Category: Administrative and Support Services; Financial Services

About us -

Our financial planning firm has been providing comprehensive, fee-based wealth management and financial planning services to business owners, professionals, and families throughout the US for over 30 years. Our team is cohesive, collegial, fast-paced, and professional, and we care deeply about helping clients achieve their financial goals and dreams. Together, we provide our clients with top-notch service experience. A significant component of the delivery is the service provided by our client service support professionals.

About you –

• You value a small team environment and appreciate having flexibility around your work hours and location.
• You enjoy providing exceptional service and developing rapport with clients, as well as creating and maintaining strong professional relationships.
• You are highly organized, detail oriented and a pro at managing competing priorities.
• You are highly effective at project management and tracking progress with an eye on deadlines.
• You are an excellent communicator who enjoys helping clients and providing superior service.
• You can work independently and figure things out on your own when needed.
• You enjoy learning, have the aptitude to learn new things quickly, and are self-motivated when it comes to personal performance.

The Job Responsibilities –

Client Relationship duties

• Respond to incoming client calls and emails
• Schedule/confirm client meetings
• Assist with client meeting preparation and follow up
• Assist new clients with onboarding and accessing financial planning software
• Plan client appreciation events
• Send out new client welcome packages and introductory emails
• Send out quarterly informational emails and periodic mailings of holiday cards

Administrative duties:

• Submit and track documents for compliance approval
• Update revenue spreadsheets; develop new reports as needed
• Utilize Red Tail CRM and document activities, tasks, transactions, etc.
• Assist with RMD tracking
• Manage virtual filing system to be compliant and efficient
• Cross-train with other team members to provide back-up when needed

Key requirements –

• 1-3 days per week in the office (La Jolla, CA) is required. During training, as many as 4-5 days in the office may be required.
• 2+years of prior client service experience
• Experience supporting a financial advisor and working directly with clients is helpful, but not required.
• Minimum of 2-3 years total work experience
• Excellent verbal and written communication skills
• Strong proficiency in Microsoft Office Suite – particularly Excel, Word and Outlook
• Strong computer aptitude: ability to learn new systems quickly
• Experience with CRM/Database and financial systems is a plus (Redtail, eMoney, Wealthscape)

We offer -

A supportive and professional environment, a salary commensurate with experience and a real opportunity for professional development. Benefits include paid holidays and paid time off; additional benefits may be available for full time employees

Equal Opportunity Employer

This financial planner is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. CRN-5515897-031523

Job Type: Full-time

Pay: $25.00 - $32.00 per hour

Benefits:

• Flexible schedule
• Paid time off
• Paid training

Schedule:

• Day shift
• Monday to Friday

Ability to commute/relocate:

• La Jolla, CA 92037: Reliably commute or planning to relocate before starting work (Required)

Education:

• Associate (Preferred)

Experience:

• Customer service: 2 years (Preferred)
• Administrative: 2 years (Preferred)
• Financial Services: 2 years (Preferred)
• CRM software: 1 year (Preferred)

Work Location: Hybrid remote in La Jolla, CA 92037

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