Client Service Associate
Now Hiring: Client Service Associate
We are seeking a Client Service Associate to join our growing team. We realize that the title “Client Service Associate” (or “CSA” as we call it internally) is pretty vague. The CSA works with our Financial Advisors to provide an excellent experience for our clients. The CSA role is to make our clients feel cared for and to solve their problems. To do this job well will require being comfortable solving problems without clear guidance and treating clients like loved ones.
That’s the high-level description, but you probably want to hear more about the details:
How to succeed:
Successful CSAs at our Illumination…
• Complete and process client account paperwork quickly and with as little disruption to the client and advisors as possible
• Communicate with clients and prospects clearly using proper written and spoken language
• Managing the calendar to ensure all of our clients and advisors appointments are schedule as needed and on time
• Track all open requests closely, with crazy attention to detail
• Build close relationships with clients by making them feel cared for
• Communicate as often as necessary with clients who have an outstanding request
• Log every activity and event related to our clients in to our CRM and Project Management software, to ensure it is updated and current
• Keep client and company files organized and updated
• Be the intermediary between clients, advisors and our custodian, making sure the custodian does their job for the client
• Support the rest of the the team by filling in for them when they’re sick or on vacation, when they are unseasonably busy or when they’re sad
• Be comfortable with cloud based applications, e-signatures, and learning new software…all the time
• Administer client invoicing and maintaining accurate company financial records
• Assist in and coordinate successful firm wide events (client appreciation events, educational workshops and community involvement)
• Ensure our office is fully stocked, organized and ever inviting
• Maintain superb documented procedures for this position
How to excel:
You want to be the best CSA we have ever had? Here’s how:
• Excellent communication skills, on the phone, in person and in writing. This is critical
• Tremendous project management abilities (strong attention to detail, time & task management, & very well organized)
• Ability to operate in a highly dynamic environment and adapt to changes with a flexible attitude
• A genuine “people” person. You treat clients and the team like family
• Strategic thinker, problem solver and good at “making stuff happen” — ability to plan, identify problems, and enjoys finding solutions
• Be a goal‐oriented team player with a ‘no job is beneath me’ attitude
• Completely reliable. On time, every time. Without fail.
• Passionate about developing personal expertise and overall success of the company
• Willing to study and pass the Series 65 exam and obtain the Registered Paraplanner certification. This requires a decent amount of financial acumen, so if numbers scare you, you may be looking at the wrong opportunity
Nice-to-haves:
1-2 years financial services industry is desired. It doesn’t have to be in financial planning but it’s vital to have some level of financial fluency. Basic business education is helpful, but a college degree is not required. We would love to see you have, or be willing to get, your Paraplanner certification and pass the Series 65 exam. We find previous financial industry or especially investment advisory firm experience highly desirable.
Benefits:
We offer a competitive salary based, depending on experience, with generous benefits.
When applying, please be creative. Boring resumes are boring.
Please submit ALL of the following information requested via e-mail attachments to careers@illuminationwealth.com:
• Cover Letter
• Resume with compensation history
• Salary Requirements
• References
About Illumination Wealth Management
Illumination Wealth Management is a Financial Life Planning firm, headquartered in San Diego, California. We are a boutique, growing firm, offering an exciting place to work and grow with a well‐defined career path. We strive for a team‐oriented culture with a commitment to the highest levels of ethics and client service. Our mission is to empower our clients with financial clarity and personalized plans to live their best financial life. Our clients come from diverse backgrounds and are building their wealth in a multitude of ways. As a next generation planning firm, our successful clients share a common vision; the desire to live life their best life. Our clients have a desire for personal discovery, to be involved in the planning process, and to shift the burden of day‐to‐day financial management to us thus freeing themselves to engage in activities they enjoy.