Burnham Gibson Wealth Advisors has an exciting opportunity for a Client Service Associate to support the Retirement Consulting team in our Irvine, CA office. Candidates must be attracted to a fast-paced environment where responsiveness, attention to detail and top-notch client services is highly valued. Responsibilities include but are not limited to the following:
Duties and Responsibilities
- Generate and coordinate all client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines.
- Update and generate weekly reports utilizing the CRM and MS Office
- Offer additional support in facilitating RFP’s from various vendors
- Update CRM on a real time basis
- Assist in compiling competitive intelligence on upcoming prospect meetings
- Special projects as needed
Qualifications
The Client Service Associate position requires the following qualifications:
- Extremely detail oriented, proactive, and reliable in all aspects
- Working knowledge of mutual funds preferred, but not required
- Polished written communication skills
- Prior experience with CRM software
- Intermediate level knowledge of MS Office – Word, Excel, PowerPoint, Outlook
- Interest in learning about the financial services industry
- Bachelor’s degree preferred
Benefits include medical, dental, vision, 401K, paid holidays and accrued vacation days. Working hours are expected to be M-F 8:00 am – 5:00 pm
To be considered, provide a copy of your cover letter and resume in PDF format to careers@burnhamgibson.com and reference “Client Associate” in the subject line. Please, no calls.
Burnham Gibson Wealth Advisors, LLC, is an equal opportunity employer located in Irvine, CA.
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