Investment Client Relationship Consultant
Glendale, CA US
Job Description
Investment Client Relationship Consultant – Glendale, CA
Position Summary:
The position will be part of the wealth management division of a growing financial organization in the San Fernando Valley that will service high-net worth individuals, families and institutions. The goal is to establish and maintain relationships with clientele through accurate and direct communication and timely responses to client inquiries.
Responsibilities include:
- Onboard, build and support all levels of clients
- Maintain and update CRM system with relevant information pertaining to clients
- Put together presentations and marketing for clients when required
- Work within the technology and software tools and platforms of the organization through training and continued education
- Identifying opportunities to improve the firm’s client service processes
- Build trusted and collaborative relationships with our custodian’s operations teams to properly and accurately execute deposits, withdrawals, and other transactions
We seek candidates who:
- Have a minimum of 5 years of RIA experience handling clients and investment support
- Experience with our Schwab products and familiarity with Orion and RedTail is a plus
- Knowledge and past work with different registrations, SMAs, and Alternatives
Compensation:
$70,000 - $100,000 and full benefits
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