Related skills
crm client relationship management financial planning software regulatory compliance custodial platforms📋 Description
- Primary liaison for clients; provide exceptional service and address needs
- Develop and nurture long-term client relationships and goals
- Anticipate needs, manage escalations, ensure timely communication
- Educate clients on services, online tools, and resources
- Understand workflows; submit requests correctly and timely
- Coordinate with advisors to support service delivery
🎯 Requirements
- 10+ years in Financial Services, preferably at an RIA or Wealth mgmt
- Bachelor's degree in finance, business, or related field; CFP/CFA preferred
- Strong relationship management skills
- Advanced CRM, custodial platforms, and financial planning software
- Demonstrated leadership with process improvement and client satisfaction
- Understanding of regulatory requirements for RIAs (SEC/FINRA)
🎁 Benefits
- Medical coverage (Blue Shield and Kaiser)
- Dental and Vision insurance with VSP
- Flexible spending accounts and HSA contributions
- Flexible working arrangements
- Generous 401K contributions
- Equity Purchase Program eligibility
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