Investment Client Relationship Consultant

Investment Client Relationship Consultant â 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 firmâ s client service processes

Build trusted and collaborative relationships with our custodianâ 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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