Client Services Associate at Cooper McManus · Irvine, CA · Joined
CM
Client Services Associate
Cooper McManus · Irvine, CA · Just now · 0 applicants
NewOn-siteFull-timeMiddle
Pay
Pay not listed
Workplace
On-site
Job type
Full-time
Level
Middle
Source: jobright · Posted by joined-scrapper
About the role
Support wealth management advisors by handling client account management, communications, scheduling, and operational tasks, ensuring a seamless client experience.
What you’ll do
Process new account applications, transfers, and maintenance requests
Resolve NIGOs and track applications through completion
Handle account openings and maintenance
Communicate with clients, colleagues, and outside professionals
Manage advisor scheduling and records
Provide operational support
What you’ll need
Bachelor's degree
2-3+ years in financial services
Fluency in Salesforce, DocuSign, Excel, Word, Outlook, Teams, and Zoom
Hands-on experience with Charles Schwab's advisor/custodial platform
Strong organizational and prioritization skills
Clear, courteous communication and team-first attitude
Original job description
Cooper McManus is hiring a Client Services Associate to support wealth management advisors and provide a strong client experience. The role handles account openings and maintenance, client communications, advisor scheduling, records, and related operational support.Bachelor's degree2-3+ years in financial servicesFluency in Salesforce, DocuSign,…