Senior Client Service Associate (CSA)

About Us:  

Callan Capital is looking for a dynamic, collaborative, and self-starting individual to add to its growing team! Callan Capital is a boutique independent wealth management firm providing comprehensive solutions to wealthy families, endowments and foundations. Driven by a passion for providing unparalleled service, we combine expertise with a personalized approach to address the unique financial goals of our clients. Our commitment goes beyond traditional wealth management, extending to building lasting relationships based on trust, integrity, and a thorough understanding of our clients' aspirations.  

Job Overview:  

We are seeking a highly experienced and dedicated Senior Associate, Client Service to join our esteemed operations team. The ideal candidate will have at least 5 years of experience working as a CSA in a wealth management firm and a proven record of providing exceptional client service. As a Senior Client Service Associate, you will play a pivotal role in ensuring the satisfaction and success of our clients while providing support to our wealth management advisors. 

Key Responsibilities: 

Client Relationship Management: 

• Serve as a primary point of contact for high-net-worth clients, addressing inquiries, concerns, and requests with professionalism and efficiency. 

• Cultivate and maintain strong client relationships through proactive communication and personalized service. 

Account Management: 

• Oversee the onboarding process for new clients, ensuring a seamless transition and adherence to compliance protocols. 

• Manage client accounts, including processing transactions, executing trades, and maintaining accurate records. 

Financial and Strategy Planning Support: 

• Collaborate with wealth management advisors to gather client financial information and assist in the development of comprehensive financial presentations. 

• Prepare financial reports, presentations, and analyses to support client meetings and decision-making processes. 

Operational Excellence: 

• Ensure the smooth operation of daily processes and procedures within the operations department, identifying areas for improvement and implementing solutions. 

• Maintain compliance with regulatory requirements and internal policies, safeguarding client assets and confidential information. 

Team Leadership and Mentorship: 

• Provide guidance and support to junior client service associates, fostering their professional development and growth. 

• Lead by example, demonstrating a commitment to excellence, integrity, and a client-first mentality. 

Qualifications: 

• Bachelor's degree in Finance, Business Administration, or a related field. 

• Minimum of 5 years of experience in wealth management. 

• Minimum of 5 years’ experience with Salesforce or other CRM software  

• Minimum of 5 years of experience as a Client Service Associate with knowledge of Charles Schwab or another Broker Dealer  

• Minimum of 3 years’ experience with Orion or similar portfolio accounting software   

• Strong understanding of financial products, investment strategies, and industry regulations. 

• Exceptional interpersonal skills and the ability to build rapport with clients and colleagues. 

• Detail-oriented with excellent organizational and time management abilities. 

• Excellent communication and interpersonal skills.  

• High emotional intelligence  
• Series 65 preferred

Benefits: 

• Competitive salary based on industry standards 

• Bonus potential based on performance  

• Comprehensive health and life insurance benefits 

• 401(k) and profit sharing 

• Hybrid work schedule 

• Professional development opportunities.

If you are a dynamic, seasoned professional with a passion for client service and wealth management, we invite you to apply for the position of Senior Associate, Client Service at Callan Capital. Join us in our mission to empower clients on their financial journey and make a meaningful impact in their lives.  

Apply now and become part of our esteemed team. We look forward to meeting you!