Customer Service Associate

Client Service/Research Associate

Erman Retirement Advisory is searching for you if you are a creative thinker in the financial services industry to be our Client Services/Research Associate.  You will work in a financial planning office in which service to our clients is the most important thing we do.   Our firm is dedicated to providing confidence and security to clients for whom retirement is a primary objective, using a partnership approach between our clients and our team. We offer comprehensive financial planning solutions to achieve personal, financial and retirement goals. We measure our success based on a superior client experience.  You will provide non-advice related support to clients including organizing client meetings, collecting client data, responding to administrative client queries and preparing client letters and standard reports. Additionally, you will support our planning professionals using research of planning issues, investment data and analysis, portfolio development, trading, and data program maintenance. 

To be successful in this position, you will need to have proven skills in client service for a financial advisory firm.  Direct experience working with financial advisors and or para-planners to prepare recommendations for prospective clients and proactive follow up and coordination with existing clients will be a plus.

We will need you to fulfill the following requirements:

·         Must have great interpersonal skills and really care about helping people. 

·         Has to put listening to others as the most important action of the day. 

·         Must be a true follow through who loves to work on a team and support the others in the office also. 

·         Must be organized and able to handle the type of activities that happen daily in a very busy financial planning practice. 

·         Experience using Microsoft Office suite, various financial planning programs. 

·         Must be prepared to do all that is required to prepare our financial planners for all that is necessary to make seamless presentations. 

·         Must be looking for a long term association and be willing to learn all that is necessary to be successful.   

Your success in this position depends on the natural ability to:

·         Influence clients through optimistic communication

·         Respond to problems with study and cooperation

·         Assume responsibility to follow-through on details

·         Bring focus and closure

·         Facilitate interaction between people

·         Research in depth

·         Be creative in your thinking

Location: Seal Beach, California

Compensation: Competitive

Qualified applications can send resume and cover letter to Applications@ErmanRetirementAdvisory.com.