Client Services Associate
alder capitalSan Diego, CA
Client Services Associate
alder capitalSan Diego, CA
today
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsBrokerage ClerksIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationAbout the role
Company Description:
Alder Capital, LLC (Alder Capital) is an SEC-registered investment advisor based in Solana Beach, CA. Alder Capital provides investment advisory and related services for high-net-worth clients nationally, focusing on delivering proven investment success and comprehensive financial services.
Role Description:
This is a full-time on-site role for a Client Services Associate at Alder Capital, LLC in Solana Beach, CA. The Client Services Associate will provide client services, custodial interface, customer support, and communication to ensure exceptional customer service.
Qualifications:
Client Services, Customer Support, and Customer Service skills Strong Communication skills Finance knowledge and experience Excellent interpersonal skills and ability to work effectively in a team Ability to prioritize tasks and manage time efficientlyA detail-oriented and organized approach to work 5 plus years experience at a RIA or related financial services firm
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JOB OVERVIEW
Experience level
Junior
Location
San Diego, CA
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
today
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