Client Service Associate
Location: Ontario, CA | Job Type: Full-Time (Non-Exempt), In Office
Industry: Wealth Management | Pay Range: $75,000-$85,000 salary
About Us
Concours Capital Advisors is a client-centered wealth management firm providing personalized financial success planning, investment strategies, and risk management solutions. We focus on building long-term relationships through dependable advice and exceptional service.
Role Overview
The Client Service Associate is a key support role responsible for ensuring a smooth, professional client experience. You’ll help prepare for advisory meetings, respond to client inquiries, and process service tickets — all while using platforms like Salentica (Salesforce), Wealthscape, and DocuSign to keep client data accurate, organized, and secure.
This is an entry level role. The Client Service Associate is expected to obtain their Series 7 and Series 66 licenses within 180 days of hire.
Key Responsibilities
- Meeting Prep: Assemble and review client reports for scheduled meetings, confirm meetings, in addition to assisting with scheduling meetings.
- Client Support: Answer incoming client calls, route questions, and ensure timely follow-ups. Aiming to point clients/prospects in the right direction!
- Service Tickets: Initiate and monitor service requests (address changes, fund transfers, establishing new accounts, etc.) using Salentica.
- Team Collaboration: Coordinate with advisors and custodians to resolve client requests efficiently.
What You Bring
- Strong desire to grow into a client-facing/advisor role in the future
- Dependability, Integrity, Positive Impact, Continuous Improvement
- Excellent verbal/written communication
- Attention to detail and organizational skills
- Ability to become proficient with our CRM and digital tools
- High school diploma required; college degree preferred
What We Offer
- Professional growth & certification opportunities
- Eligible for performance-based bonuses
- Employer retirement plan
- Health, dental, and vision insurance options
- Generous PTO and paid holidays
Ready to Apply?
In addition to uploading your resume here, please send your resume and a cover letter to Support@ConcoursCA.com. In your cover letter, please define what success looks like to you in the context of a wealth management practice and for which type of roles you believe you will be best suited. We’re excited to meet a service-minded, detail-oriented team player ready to grow with us!
Concours Capital Advisors is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. If you require reasonable accommodation during the application or hiring process, please contact us. Employment is contingent upon successful completion of a background and credit check.
