Senior Client Service Associate

3/28/2022
marrick wealth
Marty McNamara
2211 Michelson Drive Ste. 545 Irvine, CA 92612 Phone: 9492589700 Fax: 8884757786
marty@marrickwealth.com
Email
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Job description


Title: Senior Client Service Associate

Level: Experienced

Job Location: Irvine, CA

Position Type: Full-time (minimum 40 hours/week)

Education Level: Bachelor’s Degree

Salary Range: $50,000 - $75,000 DOE

Travel: 0-5%


About the firm


marrick wealth is a boutique wealth management firm founded in 2012 serving predominantly high net worth families. We are currently seeking a new team member who exudes our core values of integrity, transparency, and innovation to help service clients and grow the firm. We are offering competitive compensation, excellent benefits, and a tremendous opportunity for career growth. For more information about the firm please go to our website www.marrickwealth.com.


Position Summary


As a Senior Client Service Associate, you will work directly with firm clients to assist with routine service requests and facilitate day-to-day operations of the firm. You will sit in the reception area of our Irvine office and function as the first point of contact with clients, visitors, and callers to provide assistance and direction. The successful candidate will have interpersonal skills to effectively communicate with clients and at minimum of three years of experience in financial services, preferably with a Registered Investment Advisor (RIA).


Essential duties and functions


• Provide administrative and reception duties in a small office setting

• Accurately prepare account application and account maintenance documents

• Monitor and respond to daily custodial alerts

• Record client interactions and corresponding follow up in CRM

• Lead the process for onboarding new clients

• Assist with scheduling and event planning

• Efficiently navigate a variety of software applications including Microsoft 365

• Participate and eventually lead monthly team meetings

• Maintain and utilize CRM and other technology to help streamline firm operations

• Troubleshoot with external partners and providers

• Participate in firm marketing and compliance initiatives as needed

• Abide by all firm and SEC compliance rules

• General office duties

Desired Personal Attributes


• Self-motivated individual with a client first attitude

• Ability to consistently maintain a professional and welcoming demeanor with firm clients and contacts

• Detail-oriented; ability to multi-task and work efficiently to meet deadlines without sacrificing accuracy

• Strong interpersonal, verbal, and written communication skills

• Excellent organization and time management skills

• Desire to work in a fast-paced, dynamic team environment


Minimum Qualifications


• Bachelor’s Degree

• At least 3 years of experience in financial services, preferably with an RIA firm

• Adept in Microsoft Office – Word, Excel, PowerPoint, Outlook, Teams

• Desire to work in a fast-paced, dynamic team environment

• Excellent attitude and an extraordinary client service orientation

• Detail-oriented

• Strong interpersonal, verbal, and written communication skills

• Excellent organization and time management skills; ability to handle multiple projects


Benefits


• Excellent work-life balance including 20 days PTO, 10 paid holidays

• Medical, dental, long-term disability insurance

• Retirement plan including 401k match and company profit sharing

• Financial support for ongoing professional development, industry licenses and conferences

• A team-oriented culture


Interested Candidates


Please email your resume and a cover letter explaining why you would be a good fit for this position to careers@marrickwealth.com by March 20, 2022. Resumes without a cover letter will not be considered.


marrick wealth provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.