Registered Client Service Associate

MEA Wealth Advisors El Segundo , CA 90245

Posted 2 weeks ago

Your Purpose

To enhance our client’s relationship with their advisor by providing operational and administrative support

Your Duties & Responsibilities

  • To perform administrative duties that support the office on a daily basis, including but not limited to, telephone coverage, copying, filing, and preparing correspondence.
  • Resolve client inquiries and requests and help educate clients on account services and capabilities; such as where to find specific information on their statement, how to access online services or paperless options.
  • Prepare and collect documentation to open new accounts and process service requests.
  • To input data in to various office programs such as our CRM and financial planning tools.
  • Assist in the creation of client reports, complete research requested by clients and/or advisors, and prepare materials for client meetings.
  • Complete various household chores as assigned by the office manager.
  • Additional duties may be assigned based on skill and training.

Your Qualifications

  • Minimum qualifications are High School Diploma. College degree preferred.
  • FINRA SIE Required, FINRA Series 7 registration preferred
  • Strong Microsoft office skills
  • Strong written and verbal communication skills and excellent customer-facing skills.
  • Strong ability to manage multiple tasks effectively with frequent interruptions.

Benefits

  • Employee health insurance paid by us. Optional dependent health insurance covered by employee
  • Optional vision & dental insurance.
  • Term Life insurance and optional group universal life insurance
  • 401(k) with matching employer contribution
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Registered Client Service Associate

MEA Wealth Advisors