Client Services Associate
FLC Capital Advisors, A Registered Investment Advisory Firm
Client Services Associate
The successful candidate will assist the Senior Vice President with Administrative and Client Services functions. Minimum 3 years’ experience in the investment management or investment brokerage industry.
Opportunity
Join a Registered Investment Advisory Firm with a commitment to helping individuals and families work towards achieving their financial goals and retirement needs.
Essential skills include:
• Outstanding customer service experience with a minimum of 3+ years in the investment management/brokerage industry.
• Experience with Charles Schwab, Fidelity, TD or similar Custodian is necessary.
• Experience in establishing and completing new investment account paperwork and transferring assets.
• Assist in scheduling client meetings and preparing reports and agenda.
Work Location
· Palm Desert, CA - 8:00 a.m. - 5:00 p.m.
Benefits
• Competitive salary
• 401K & Profit-Sharing Plan
• Paid vacation time & PTO days.
• Paid Health Insurance
