Apply on Employer Site

Signature Estate & Investment Advisors, LLC · 20 hours ago

Client Service Associate

LA Metro Area

Full-time

Hybrid

New Grad, Entry Level

$65K/yr - $80K/yr

Signature Estate & Investment Advisors, LLC is seeking a Client Service Associate (CSA) to serve as a key liaison between clients, advisors, and internal departments. The CSA will manage account operations, coordinate client service activities, and support multiple advisory teams while upholding the company's service philosophy.

AdviceConsultingReal EstateRetirementWealth Management

Responsibilities

Account Management: Prepare, review, and submit account opening and transfer paperwork in a timely and compliant manner

Account Maintenance: Process transactions, address changes, and updates; monitor account activity to ensure accuracy and completion

Client Service: Respond promptly to client and advisor inquiries by phone or email; provide updates on account status, transactions, and paperwork

Documentation & Reporting: Prepare correspondence, meeting summaries, client reports, and other communications as needed

Practice Support: Maintain up-to-date client and household data in CRM systems; assist with meeting preparation and follow-up

Collaboration: Partner with advisors, operations, and compliance teams to ensure smooth onboarding, high-quality service delivery, and consistent communication

Continuous Improvement: Identify opportunities to streamline workflows and improve service standards in alignment with SEIA’s client experience goals

Other Duties: Perform additional responsibilities as assigned by management

Qualification

FINRA licensesMicrosoft OfficeCRM (Salesforce)Customer serviceFinancial planning knowledgeCoachabilityProblem solvingTime managementOrganizational skillsAttention to detailVerbal communicationWritten communication

Required

Computer skills: Microsoft Office (Excel, PowerPoint, Word), Outlook

Experience with customer service, problem solving and support skills

Time management and organizational skills

Attention to detail and follow through

Thoughtful verbal and written communication skills

Knowledge of financial planning concepts and or willingness to learn

Demonstrates coachability

Preferred

Bachelor's degree preferred

FINRA licenses Series 7 and 66 are not required but a plus to have at the time of hire

CRM (Salesforce preferred)

Benefits

Employee medical: With SEIA and employee contributions

Employee dental, vision and life insurance: Fully paid by SEIA

Dependent medical, dental and vision: Employee paid options

Paid Time Off (PTO)

Holiday Pay

Volunteer Pay

401k with generous match and immediate full vesting

Employee Assistance Program (EAP) and discounts

Opportunity to work and grow with a collaborative and entrepreneurial team

Company

Signature Estate & Investment Advisors, LLC

Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering investment management and financial planning services tailored to the unique needs of affluent individuals, institutions and corporations.

Founded in 1997