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Senior Client Services Associate

Stratos Wealth Partners

Westlake Village, CA

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JOB DETAILS
SKILLS
Annuities, Best Practices, Brokerage, Communication Skills, Continuous Improvement, Customer Experience, Customer Relations, Customer Satisfaction, Customer Service Operations, Customer Support/Service, Develop and Maintain Customers, Finance, Financial Planning, Financial Services, High Net Worth, Industry/Trade Analysis, Insurance, Interpersonal Skills, Investment Management, Investment Services, Investment Strategy, Leadership, Mentoring, Onboarding, Problem Solving Skills, Product Strategy, Regulations, Resolve Customer Issues, Series 65, Stewardship, Stock Market, Time Management, Wealth Management
LOCATION
Westlake Village, CA
POSTED
Today
About Stratos Wealth Partners

Stratos Wealth Partners provides advisors and their clients with a diverse wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service. Stratos' advisors provide access to a wide range of financial products and strategies available in the marketplace today without the restrictions and objectives commonly found in most large brokerage firms and investment banks.

Why Join Stratos Wealth Partners?

We take a team approach to providing a combination of big picture thinking, number-crunching detail, innovative problem-solving, clear communication, and thoughtful stewardship. We have a culture built on expertise, commitment to client service, and care and compassion for our team members and clients.

We are seeking a dynamic and experienced Senior Client Services Associate to join our team. As a Senior Client Services Associate, you will play a crucial role in ensuring the highest level of satisfaction and support for our clients. You will be responsible for providing best-in-class service to our clients, processing daily client service operational tasks, and implementing strategies to enhance the client experience.

Responsibilities:
  • Serve as the primary point of contact for high-net-worth clients, addressing inquiries, requests, and concerns in a timely and professional manner
  • Build and maintain strong relationships with clients, gaining a deep understanding of their financial objectives and preferences
  • Collaborate with financial advisor to develop tailored solutions and investment strategies for clients
  • Proactively identify opportunities to add value to client relationships and enhance their overall experience
  • Oversee client onboarding processes, ensuring a smooth transition and integration of new clients into our services
  • Facilitate trades for client portfolios, as directed by the advisor
  • Liaise with insurance companies on insurance and annuity contracts
  • Shepherd the rollover process for 401(k) plans
  • Monitor client satisfaction and feedback, implementing improvements and adjustments as necessary
  • Stay updated on industry trends, regulations, and best practices to continuously improve client service offerings
  • Take initiative in finding innovative solutions to resolve account matters and sensitive client interactions
Qualifications:
  • Bachelor's degree
  • 5+ years' experience in Financial Client Services
  • Series 65/66 preferred or willingness to obtain
  • Proven track record of building and maintaining strong client relationships
  • Excellent communication, interpersonal, and problem-solving skills
  • Strong leadership abilities with the capacity to motivate and mentor team members
  • Knowledge of investment products, financial markets, and industry regulations

About the Company

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Stratos Wealth Partners