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Client Service Associate

Company: California Wealth Advisors
Location: Santa Barbara
Posted on: November 5, 2019

Job Description:

We are an independent wealth management firm in beautiful downtown Santa Barbara searching for a client service associate. Our office is in a wonderful centralized location, surrounded by great restaurants and coffee shops. Business hours are 7:00AM to 4:00PM. Occasionally we hold seminars that will require a couple hours of work in the evening. Daily duties consist of: Processing documents for investments, transferring funds, issuing checks. Assisting clients over the phone or in person. Working with our marketing agency to optimize campaigns for seminars. Establishing qualified and non-qualified accounts. Cross referencing pending investments to ensure they are in good order. Assisting the head producer with anything she may need. Submitting applications for annuities and life insurance policies. A good candidate will excel in these areas: Understanding of how retirement accounts and non qualified account are structured. (IRA, Roth IRA, 401k, Individual, Joint and Trust accounts) Microsoft Software (Excel, Word, PowerPoint, Outlook) Tech savvy, we work with a lot of financial software. Have extreme attention to detail as mistakes can be very costly in this industry. Great problem solving skills as our goal is to ensure all our clients are satisfied. Be comfortable working under tight deadlines. Maintain absolute confidentiality of our sensitive financial information. Must have a clean background and pass a fingerprinted FBI inquiry through our broker dealer. Salary negotiable depending on experience. Job Type: Full-time Salary: $20.00 /hour

Keywords: California Wealth Advisors, Santa Barbara , Client Service Associate, Other , Santa Barbara, California

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