About this opportunity
Centura Wealth Advisory lists this Client Services Representative opportunity in san diego, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
The Client Service Representative (CSR) is responsible for delivering exceptional client support to ensure a seamless and positive experience for clients and internal stakeholders. This role is an essential member of the advisory team, acting as a trusted liaison between clients and the firm. The CSR ensures smooth execution of administrative and operational tasks, while contributing to a white-glove client experience tailored to the complex needs of high-net-worth and ultra-high-net-worth individuals and families. This role offers a hybrid schedule of four days in office and one day work-from-home.
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Primary Responsibilities:
Manage Custodial & Vendor Relationships
Set up new client accounts
Salesforce data management
Manage financial accounts
Mobile check deposit
Client escalation management
Account cancellation process and household cancellation process
Change of ownership process, ensuring deadlines are met
Act as the first point of contact for clients, addressing inquiries and providing support via phone, email, and in-person interactions
Assist clients with account-related requests, including account openings, transactions, and updates to personal information
Process client paperwork, ensuring accuracy and compliance with regulatory requirements
Prepare client reports and documentation for meetings, ensuring timely delivery of materials
Collaborate with financial advisors and other team members to resolve client issues and enhance the overall client experience
Monitor client account activity and communicate any relevant changes or updates to clients
Conduct follow-ups with clients to ensure their needs are met and to gather feedback on services provided
Assist in the onboarding process for new clients, guiding them through the necessary paperwork and procedures
Stay informed about firm products and services to effectively communicate offerings to clients
Perform other duties as assigned, contributing to a collaborative and high-performance team environment
Knowledge Skills and Abilities:
Basic knowledge of wealth management principles, investment products, and financial planning strategies
Strong interpersonal skills with the ability to build and maintain relationships with clients and team members
Excellent problem-solving skills and a proactive approach to addressing client needs
Attention to detail and accuracy in all client interactions and documentation
Ability to work independently as well as collaboratively in a team-oriented environment
Strong time management skills, capable of prioritizing tasks and meeting deadlines
Commitment to maintaining confidentiality and professionalism in all client interactions
Willingness to learn and grow within the wealth management industry
Minimum Qualifications :
Bachelor’s degree in Finance, Business Administration, Economics, or a related field is preferred
1-3 years of experience in client service, customer support, or a related role within the wealth management or financial services industry
Experience working with Charles Schwab is preferred
Basic understanding of investment products, financial markets, and wealth management principles
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and experience with CRM software
Strong organizational skills with the ability to manage multiple tasks and priorities effectively
Excellent verbal and written communication skills, with a strong focus on client service
Competencies:
Teamwork
Adaptability
Results-Oriented
Organizational Skills
Technology Skills
Accountability
Pay Information:
This position is non-exempt and is paid according to the laws of the State of California. The pay range for this position is $78,600 - $85,800 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Centura Wealth Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.
We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.
At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer, and we welcome applicants from all backgrounds. xxzpjkt We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.
Worksite address
san diego, TX, 78384, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.