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Posted: Friday, December 29, 2017 1:02 PM

Job Description:/h3:
Over the last 20 years, Anchor Capital Management, Inc has developed a strong reputation in financial planning and investment management, both here in Aliso Viejo and across the US. We endeavor to offer a truly comprehensive range of financial services. Our ability to provide superior guidance is evident from our prestigious list of clients. We are a young, modern and energetic planning firm. This isnt your fathers investment management company
The Client Service Manager position is an excellent opening for our company. In this role, youll be our first impression to new clients and advisor relationships. This role will provide you with exposure to a wide variety of tasks, as listed below.
Responsibilities:
:Greet and get to know clients as a first point of contact and first impression for the company
:Organizing client events and arranging client gifts
:Assist with the implementation of marketing programs. This will include researching prospective clients and sending out marketing communications
:Assist in the creation and implementation of financial plans using various technologies
:Answer the telephone and direct incoming calls to the appropriate person
:Managing the calendar and requests for meetings
:Provide administrative support for the Private Client department, as required
:Booking travel; handling all arrangements; verifying travel and event details
:Client follow up for event details required
:New client on:boarding
:Managing the account opening and transfer process through TD Ameritrade
Qualifications
Knowledge, Skills and Abilities
:Completion of high school and administrative training or equivalent work experience
:Excellent command of English to be able to speak, read, and write fluently
:Dedication to detail and accuracy
:Ability to follow directions and work with minimum supervision; take ownership of assigned tasks, and think for themselves
:Excellent administrative, time management, and organizational skills
Proficiency in the use of computer programs for:
:Microsoft Office Suite (Word, Outlook, Excel, PPT)
:Familiar with; Wealthbox, eMoney, Orion, TD Ameritrade, Precise FP
:Internet savvy
Personal characteristics
The Client Service Manager will demonstrate competence in the following areas:
:Relationships: Maintain positive working relationships with others, both internally and externally
:Communication: Excellent listening skills, oral and written communication skills
:Needs Assessment: Anticipate, understand, and respond to the needs of their employer and the clients to meet or exceed their expectations
:Teamwork: Follows direction well, work cooperatively and effectively with others to set goals, resolve problems, and make decisions to enhance companys effectiveness; ability to undertake self:directed tasks when necessary
:Organization: Excellent time management skills; excellent attention to detail; the capacity to prioritize by assessing situations to determine urgency; ability to develop a work schedule, and ability to make clear and timely decisions
Working Conditions
:To commence, the Client Service Manager will work onsite in our office
:Full time work, 8:30am : 5:00pm
:Salary will reflect experience and qualifications
:References are required and relevant experience requiredCompany Description:/h3:
At Anchor Capital, we have a single focus, to deliver superior risk adjusted returns through tactical investment strategies.
Anchor Capital is a SEC registered investment adviser located in beautiful Orange County, California with over 800 million in assets under management. We specialize in liquid, long:short alternative investment strategies designed to diversify traditional stock and bond portfolios, seeking lower correlation and less overall risk when compared to traditional benchmarks.
Our investment team has a combined 55 years of experience in the research and execution of quantitative trading disciplines, risk mana

Source: https://www.tiptopjob.com/jobs/76607465_job.asp?source=backpage


• Location: Orange County

• Post ID: 154969282 orangecounty
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