Client Service Associate / Practice Manager

Company OverviewSignature Estate and Investment Advisors, LLC (SEIA) is a nationally-recognized, wealth management firm headquartered in Los Angeles, CA. We provide a high level of investment and wealth management support to a large and affluent group of clients around the country. As an RIA (Registered Investment Advisor), SEIA is recognized annually by numerous major publications (Barron’s, Forbes, Financial Times, etc.), and we manage over $20 billion in client assets.

Position SummaryWe are seeking a full-time, experienced professional to be a Client Service Associate / Practice Manager on an LA-based, Senior Financial Advisor's quickly-growing team. This is a great opportunity to become part of a growing team with a huge pipeline. This position can be part remote and part in-person in our Redondo Beach, California office. You will be reporting to a Senior Financial Advisor who works of our Redondo Beach, CA office.

Primary ResponsibilitiesClient Service· Independently serve and grow existing investment client relationships· Assist Senior Financial Advisor in preparing for client review meetings· Re-balance client portfolios as instructed· Resolve client inquiries in a timely manner · Maintain client information on in-house CRM database system · Account maintenance (opening new accounts, handling account TOAs (Transfer of Assets), managing account distributions or asset journals, handling address changes, etc.)· Quarterback the financial planning process (creating and presenting/delivering client retirement plans with eMoney software)

Practice Management· General administrative duties · Help generate ideas for marketing and new business development· Help create processes to generate scale and efficiency· Execute value-add projects as assigned · Provide polished client service to custodians (Fidelity, Schwab), clients, prospects, consultants, and/or brokers · Prepare ad-hoc reports or tasks for clients or lead advisor

New Business· Quarterback prospect portfolio diagnosis process (run analysis, prepare diagnosis email, etc.)· Pre-populate new business paperwork and send via DocuSign· Process and electronically file/task new business paperwork once completed· Participate in client onboarding meetings· Manage social media posts and client prospect outreach emails· Help coordinate occasional client appreciation events

Edification and Interaction· Stay up to date with stock market and financial service industry trends, products, strategies and solutions· Interact with SEIA Investment Committee members to stay abreast of changing economic and market outlook· Attend research meetings with research team to understand and communicate firm’s market outlook · Stay up to date about firm’s private market solutions

Desired Candidate· Education / CredentialsBachelor’s degreeSeries 7 and 66 a big plusCFP, CPWA, and/or CFA a big plusKnowledge of eMoney financial planning software a big plus· Experience2-10 years of relevant work experience in an investment, financial planning, or wealth management firm·CharacteristicsOrganized person with a desire to create efficiency and eliminate wasted timeSelf-starter who doesn’t need to be micro-managedAbility to multi-taskDesire to learn, and the ability to learn quicklyHigh attention to detailSuperior client service skillsSuperior phone, Zoom, and email communication skillsTime management and organizational skillsAbility to meet deadlinesExceptional follow-through skillsAbility to anticipate and solve problemsCommitment to professional development

We Offer· Competitive salary (depending upon experience) · Potential bonus· Potential to participate in team bonus· A potential career path into a) production/sales, or b) the ability to remain in a relationship management role while growing your skills and compensation