Client Relationship Advisor

Client Relationship AdvisorDo you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? BML Wealth Management, located in Irvine, CA is looking for a strong, detail-oriented Client Relationship Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources, and freedom to build a great future, please contact us today!Minimum Requirements:3-5 years of experience in a service advisory or similar roleBachelor's degree preferredIntermediate to advanced computer skillsInsurance licensing requiredSeries 65 requiredThis position requires you possess the following skills:Strong organizational skills and attention to detailAbility to demonstrate persistence to achieve qualityExcellent communication; both verbal and writtenSelf-directed initiativeProcess drivenStrong follow-throughResponsibilities:Act as the primary point of contact for an assigned book of business, providing exceptional client service and building trustConduct regular client meetings to review accounts, discuss strategies, and address financial goalsRespond promptly to client inquiries and resolve issues efficiently, ensuring a positive experienceMaintain and update client records, ensuring all information is accurate and compliant with industry regulationsProactively identify opportunities to enhance client portfolios and satisfactionCollaborate with internal teams to deliver a seamless client experienceSalary: $70,000 - $100,000Benefits: 401k after 1 yearMedical, Dental, Vision - after 90 daysPTOHours:Monday-Friday, 8:30am-5:30pm or 9am - 6pmIn office days are Tuesday-Thursday, Monday and Friday are remotePresented by Advisor Employee Services Thank you for your interest in the Client Relationship Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Created: 2025-02-21