Associate Client Service Manager

About the Position
The Associate Client Service Manageris responsible formaintainingour clients’ accounts, including oversight of administrative and client documentationsystemsand ensuring that we continue to follow best practices as a fiduciary. The Associate Client Service Managermaintainsopen communication with clients and team members,assistsclients in scheduling their regular appointments with advisors, follows through on all regulatory paperwork andguarantees clientrequests and needs are attended to.

Work Location
This position is eligible for a hybrid work schedule reporting from the office in Downtown Long Beach twice a week.Additionalin-office days may berequiredfor urgent support, events, meetings, etc.

Compensation & Benefits
The compensation for this position is $60,500.This position is also eligible for an annual discretionary bonus of up to $8,500.Benefits include:

• Medical insurance
• Dental and vision insurance
• Retirement plan
• Unlimitedresponsiblepaid time off
• Paid sick leave
• Paid holidays
• Profit sharing
• Childcare match
• Professional development budget for continuing education credits,conferencesand training
• Health and wellness reimbursement
• 529 plan match

Essential PositionResponsibilitiesInclude:

Client Service

• Provide “wow” service to clients and prospectsover the phone and by email.
• Manage and schedule all client meetings
• Track all tasks, keep track of all clientmeetingsand keepdetailednotes about client relationships.

Custodians

• Draft new account paperwork for clients andprospectsandaccount maintenance requests for clients.
• Queue up disbursements from clients’ accounts on custodial platforms and sendeSigndocuments.
• Act as the team’s primary liaison with our multiple custodians.
• Maintainaccurateand up to dateclient information.

TeamSupport

• Attendweeklyteammeetingsandkeepteamagendauptodate.
• Keepteaminformedofalltimelinesandworkload.
• Providesupport,respondto, and follow up onteamrequestsinatimelyandaccuratemanner.

Qualifications

• Employment is contingent upon the satisfactory completion of a credit check.
• Excellentinterpersonal,verbaland written communication skills.
• Detail orientedwith good organizational skills and the ability to manage multiple tasks with competing deadlines.
• Present a welcoming demeanor with the ability to develop andmaintainclient relationships.
• High levelof integrity and the ability to keep information confidential.
• Bachelor’s Degree, preferred.
• At least6months of administrative experience preferred.

About Halbert Hargrove
Halbert Hargrove is a fee-only firm who provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies thatwe’vecontinually refined since our founding in 1933.

Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no small part to our commitment to transparency, fiduciary best practices, and innovative culture.

How to Apply
Thank you for your interest in theAssociate Client Service Manageropportunity with Halbert Hargrove! Pleasesubmityour resume and cover letter for consideration.We are unable to accept direct inquiries about thisposition(i.e.phone calls, emails).