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Client Service Associate

Company: Core Financial Partners, Inc.
Location: Sherman Oaks
Posted on: November 23, 2021

Job Description:

Position Title:
Client Service Associate

Company Overview:
A key business unit of KoBre Companies, Core Financial is a comprehensive wealth management firm that helps successful business owners and high net worth individuals create wealth through tax planning and asset management strategies.
Core was borne through the lens of implementing sophisticated tax mitigation solutions for small-middle market companies that were typically only available to larger institutions. Since its inception, Core has evolved into a proven asset manager that has outperformed its counterparts via a combination of traditional investment vehicles and a unique set of private offerings.
Our Private Placement opportunities consist of relationship-based institutional vehicles and proprietary private offerings through Core's affiliates, Trojan Storage and Jett Ventures.
We are seeking a qualified candidate for our Client Service Associate role. This role is an integral part of delivering a service level to our clients that sets Core Financial apart from other wealth management firms.

Key Responsibilities:
Support the CIO and VP of Investor Relations (re: operations, investments, billing, etc.) to ensure client requests are executed within defined service level agreements.
Assist CIO with reviewing account models and identifying specific accounts that require rebalancing. Implement trades into our custodial platforms.
Maintain existing client relationships as primary point of contact for inquires related to account maintenance, cash management, distributions, and investment reporting.
Research and resolve routine to moderately complex client issues leveraging internal support resources and/or escalate as appropriate to management.
Participate in client meeting scheduling, preparation and attend client meetings, events as needed.
Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing/execution.
Coordinate new client onboarding activities including the collection of required documentation, partnering with VP of Investor Relations on process execution, client portal setup, welcome calls and proactive communication with clients.
Track and document client interactions, activities and meetings in CRM (Salesforce), ensuring notes are input in a timely and compliant manner.
Understand and adhere to outlined company policies and procedures to ensure client activities are handled with firm standards.
Participate in team projects, business initiatives and engage in training and education opportunities as required.

Qualifications:
Bachelor's Degree required
Candidate will have 2-5 years of experience working in client/customer service, preferably in and investment advisory, asset management or a financial services company.
Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects and team members across the organization
Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment
Proficiency using Microsoft Office (Outlook, Word, Excel) and SalesForce CRM
Knowledge of Wealthscape, the Fidelity Advisory Platform, Schwab Advisor Platform and Orion (preferred but not necessary)

Compensation:
Competitive Base Salary
Annual Bonus Based on Performance
Medical / Dental / Vision Insurance
401k Matching Program
Paid Vacation, Holiday, and Sick Time
Education Opportunities

Core Financial Partners is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Keywords: Core Financial Partners, Inc., Los Angeles , Client Service Associate, Other , Sherman Oaks, California

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