Client Service Associate

Client Service Associate

Westlake Village, CA

Stratos Wealth Advisors provides advisors and their clients with a diverse wealth management experience, offering a personalized, concierge-level service that elevates all aspects of financial and investment management. Our advisors have access to a wide range of financial products and strategies without the restrictions commonly found in larger brokerage firms and investment banks.

Why Join Stratos Wealth Advisors?

We embrace a team approach that combines big-picture thinking, meticulous attention to detail, innovative problem-solving, and thoughtful stewardship. Our culture is rooted in a commitment to exceptional client service and genuine care for our clients and team members alike.

We are seeking a highly organized and detail-oriented Client Service Associate to join our team. This role requires a positive, upbeat individual who thrives in a team setting and is dedicated to providing an exceptional client experience. As a

Client Services Associate, you will be instrumental in supporting high-net-worth clients with concierge-level service.

Responsibilities:

• Serve as a primary point of contact for high-net-worth clients, addressing inquiries, requests, and concerns with professionalism and attentiveness.
• Build and maintain strong client relationships by understanding their financial objectives and preferences, and providing service with a friendly and positive attitude.
• Collaborate effectively with team members, contributing to a supportive, productive, and client-focused work environment.
• Proactively listen to clients and identify opportunities to add value to their experience, ensuring a pleasant interaction at every touchpoint.
• Manage client onboarding processes with precision, ensuring a smooth transition and a seamless experience for new clients.
• Execute client-directed trades with meticulous attention to detail and accuracy.
• Monitor client satisfaction, proactively gathering feedback and implementing improvements as needed.
• Take initiative in finding innovative solutions for account matters and sensitive client interactions.
• Organize and prioritize tasks efficiently to meet deadlines and maintain high standards of accuracy in all client service operations.

This role is ideal for someone who is not only skilled in managing client relationships but also has the organizational skills and detail-oriented mindset necessary to excel in a dynamic, high-stakes environment. Join us in delivering exceptional service and helping our clients achieve their financial goals with confidence.

We offer a competitive salary plus bonus structure; generous PTO policy, health, dental and other ancillary benefits including retirement plan matching.

Requirements:

• Bachelor’s degree
• 3+ years of experience in Financial Client Services, working with Financial Advisors
• Proven track record of building and maintaining strong client relationships with a client-focused, positive attitude
• Exceptional organizational skills and extreme attention to detail, ensuring accuracy in all client interactions and tasks
• Excellent communication, interpersonal, and problem-solving skills, with the ability to work effectively as part of a team
• Knowledge of investment products, financial markets, and industry regulations
• Ability to manage multiple tasks efficiently in a fast-paced environment while maintaining a friendly, upbeat demeanor

Investment advice offered through Stratos Wealth Advisors, Ltd., a registered investment advisor.