Senior Client Service Associate / Wealth Management Associate Ark Wealth Advisors LLC Yorba Linda, CA Job Details Part-time | Contract $40 an hour 18 hours ago Benefits Paid training Work from home Professional development assistance Flexible schedule Qualifications Teamwork Professional ethics Managing clients in a customer support role Attention to detail Client services Relationship management Account management

Full Job Description Position:

Senior Client Service Associate /

Wealth Management Associate Location:

Yorba Linda, CA. Ideally hybrid, but open to someone working remotely if they are located in California or the Pacific Time Zone. What we're looking for: We need an experienced client service professional who can take ownership of our day-to-day client service and Schwab operations. This person should be comfortable interacting directly with clients and ideally be licensed or have the ability to grow into more financial planning and advisory responsibilities over time.

Key qualifications:

3+ years of experience at an RIA or wealth management firm Extensive hands-on Charles Schwab Advisor Center experience Series 65, Series 7/66, or other relevant licensing preferred Strong client-facing and communication skills Extremely detail-oriented and organized High level of integrity and professionalism Able to work independently and take ownership of client requests Financial planning experience is strongly preferred Advyzon and RightCapital experience would be a major plus Primary responsibilities: Schwab account openings and maintenance ACATs and account transfers Distributions, wires, ACHs, journals, and money movement RMDs and Roth conversion processing Beneficiary and registration changes DAF and charitable account paperwork DocuSign preparation and follow-up Resolving NIGOs and Schwab service issues Managing client service requests from beginning to completion Maintaining client information, tasks, and workflows in Advyzon Updating RightCapital and assisting with financial planning Preparing for client meetings and handling follow-up items Communicating directly with clients Eventually attending selected client meetings and taking on additional planning responsibilities

Systems:

Charles Schwab Advisor Center, Advyzon, RightCapital, Microsoft 365, and DocuSign. The most important thing is finding someone who is already very experienced with Schwab and can step in with minimal training. I also want someone who shares Ark's values, has exceptional integrity, takes ownership, and genuinely cares about providing excellent client service. We would like this person to have the potential to grow with Ark and possibly develop into an Associate Advisor role over time. Join us if you're passionate about delivering exceptional client experiences through innovative solutions, meticulous account management, and collaborative teamwork. Your expertise will help shape the future of wealth management services while fostering meaningful relationships that last.

Pay:

$40.00 per hour

Benefits:

Flexible schedule Paid training Professional development assistance Work from home

Work Location:

Hybrid remote in Yorba Linda, CA 92886