search
backpage.com > San Fernando Valley jobs > San Fernando Valley administrative/office

Posted: Tuesday, May 2, 2017 6:11 AM

Job Description:/h3:
Gerber Kawasaki is an independent Wealth and Investment Management Firm. We offer comprehensive financial planning and wealth management services to a diverse community of clients. We are looking for an experienced Client Relations Associate in a full:time position. You must be professional and able to work with a team. This is a great opportunity to join a fast growing, dynamic investment firm.
Job Description
:Support the current Client Relations Manager
:Enter new client accounts, data entry
:Send client forms via Docusign (online e:signature system)
:Help maintain order and organization of the office
:Client facing interaction, in:person, via emails and calls
:Assist a team of successful advisors
:Growth opportunity
Requirements
:B.A. or B.S. from an accredited university
:Two years experience in the financial industry
:Extremely organized, detail:oriented and able to manage time
:Able to work independently and is a self:starter
:Resourceful
:Promotes good customer relations by positive, professional handling of all public contacts in the office, on the telephone, and through correspondence
:Maintains various reports and logs
:Must be able to pass background check
Personal characteristics
:High Integrity
:Friendly, warm, good sense of humor
:Punctual and reliable

:Location: Santa Monica
:Compensation: Salary plus bonus
:Principals only. Recruiters, please dont contact this job poster.

Company Description:/h3:
Gerber Kawasaki is a full service financial planning and investment advisory firm based in Santa Monica, CA. Founded in June of 2010, Gerber Kawasaki has already established itself as a top financial services company in the country ( gerberkawasaki/in:the:news) with a team of experienced advisors managing close to 600 million in assets.
Gerber Kawasaki strives to provide the highest level of personal service and ethical standards. To further enhance our client experience, Gerber Kawasaki integrates the latest technology and communication channels. Using a holistic financial approach, Gerber Kawasaki advisors will work with clients to increase their understanding of their personal finances and improve their lives through the proper management of their financial resources.

Source: https://www.tiptopjob.com/jobs/66589088_job.asp?source=backpage


• Location: San Fernando Valley

• Post ID: 113883098 sanfernandovalley
sanfernandovalley.backpage.com is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017 backpage.com