Client Service Associate
- Employer
- Kondo Wealth Advisors
- Location
- Pasadena, California
- Salary
- Commensurate with experience
- Closing date
- Jul 21, 2021
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- Job Role
- Financial Planning
- Sector
- Other
- Contract Type
- Permanent
- Hours
- Full Time
Kondo Wealth Advisors is seeking a technically strong, detail-oriented Client Service Associate with knowledge in investments and life/long term care insurance to join our team. We are a financial planning firm providing a suite of wealth management services including comprehensive planning, investment, and risk management services. We specialize in servicing the Asian American community because it is an underserved market that has unique cultural sensitivity around money and family. We are personally invested in helping clients achieve their goals and dreams.
The Associate will be responsible for creating investment summaries for clients and assisting with our commission-based business, including life insurance and long term care. The Associate will be an integral part of our client servicing team.
Responsibilities
- Prepare client deliverables accurately and timely
- Work directly with the advisors to service clients and implement recommendations
- Assist in retrieving life insurance & long term care quotes and servicing inforce policies
- Assist in special projects such as cost basis analysis and capital gain/loss analysis
- Independently manage client contacts and further client connections
Qualifications
- Bachelor’s degree in accounting, economics, or finance
- Minimum of 3 years in the financial services industry
- Expertise in Microsoft office, especially Excel
- Experience in accounting, economics, finance, and/or taxes preferred
- Experience in commission based business (life insurance & long term care) preferred
- Strong accuracy and attention to detail
- Excellent verbal and communication skills
- Professional attitude and ability to operate/adapt in a fast paced environment
- Experience with online calendars and workflow programs to work collaboratively remotely
Compensation/Benefits
- Vacation: Accrual based on years of service
- Holidays: 10 annually
- 401k Employer Sponsored Plan + Profit Sharing Plan
- Cash Balance Defined Benefit Plan
- Job Type: Full-time
- Base Salary: Commensurate with experience
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