CyberCoders Client Services Manager - Financial Analysis, planning, wealth in Redondo Beach, California

Client Services Manager - Financial Analysis, planning, wealth Client Services Manager - Financial Analysis, planning, wealth - Skills Required - Financial Analysis, Financial Planning, Investments, Wealth Management, Client Services, $1M+ Portfolios (Individual), Individual Wealth Management (Strongly Pregerred), Charles Schwab (Preferred), Fidelity (Preferred)

Based in the south bay of LA, we are a high-level wealth management firm that is looking for a new Client Service Manager with the ability to be the first contact to the clients of one of our senior partners. If this sounds up your alley, keep on reading!

Top Reasons to Work with Us

  • Competitive Base Salary ( up to $100k base + bonus, depending on experience)

  • Comprehensive Benefits Package

  • Join a well established, growing wealth firm with a great reputation in wealth management

What You Will Be Doing

  • Serve as first point of contact to a portfolio of clients

  • Account maintenance (opening new accounts, TOAs, managing transactions, address changes, etc.)

  • Respond to service issues timely & accurately

  • Maintain client and practice management data

What You Need for this Position

At Least 3 Years of experience and knowledge of:

  • Financial Analysis

  • Financial Planning

  • Investments

  • Wealth Management

  • Client Services

Desired experience:

  • Serving clients in the $1M+ range

  • Charles Schwab

  • Fidelity

  • Accounting

Apply now (strongly suggested) or send your resume to

Applicants must be authorized to work in the U.S.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

Client Services Manager - Financial Analysis, planning, wealth CA-Redondo Beach DK1-CSM-Finance2