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Act as a client service associate in Brea, CA, managing client inquiries, administrative tasks, and CRM for Blunt Wealth Services.
Support financial advisors, open accounts, prepare reports, and provide exceptional customer service as part of a collaborative team.
Client Service Associate
At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a concierge approach to working with our clients, helping to form lifelong and intimate relationships.
As we grow, we are seeking a Client Service Associate to support our Financial Advisors, clients, and overall branch operations. The ideal candidate has strong administrative, organization, and customer service skills.
When you become a part of the Blunt Wealth Services family, you will have a highly collaborative, positive, and trusted team by your side!
Essential Duties and Responsibilities
- Services daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
- Works both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
- Opens new client accounts, process money movement, and researches information as needed
- Ensures client paperwork and documentation is accurate prior to submission and processing. Follows up to ensure accurate completion
- Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
- Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software
- Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
- Performs other duties and responsibilities as assigned
Knowledge, Skills, and Abilities
Knowledge of
Company’s working structure, policies, mission, and strategies
General office practices, procedures, and methods
Basic investment concepts, practices and procedures used in the securities industry
Financial markets, products and industry regulations
Skill in
Client Relationship Management (CRM) software
Microsoft Office
Effective communication (in-person, virtual, phone and mail)
Marketing, branding, and social media
Ability to
Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
Analyze and research account information
Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
Handle stressful situations and provide a high level of customer service in a calm and professional manner
Analyze problems and establish solutions in a fast-paced environment
Use mathematics sufficient to process account and transaction information
Use appropriate interpersonal styles and communicate effectively
Work both independently and as part of a team
Provide a high level of customer service
Experience: 1+ years of experience in the financial services industry.
Salary: $60,000 - $85,000
Benefits: Medical, Retirement + Profit Sharing, Annual Discretionary Bonus, PTO
Travel: Not Required
Workstyle: Onsite
Blunt Wealth Management and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term “Raymond James” includes, but is not limited to, Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this
Education
Work Experience
Certifications
Salary Range $70,304.00-$85,000.00
Travel Less than 25%
Workstyle Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.