Job description

ClearBridge Financial LLC

Campbell, CA 95070

Client Relationship Manager & Operations

Company Overview:

Over the last several years, ClearBridge Financial has developed a strong reputation in the financial industry. We endeavor to offer a comprehensive range of financial services, including investment management and comprehensive financial planning. We believe that servicing our clients is a privilege and making a positive impact helping them realize their dreams is what is defined as success. We are a client centered firm and our client interest and well-being come first. We welcome a team member who would share the same values. This role will provide you with exposure to a wide variety of tasks, as listed below. There is an opportunity for growth and transition into a role with more responsibilities.

Requirements – Must

• Work experience in financial services in administrative role 4 years
• Knowledge of financial concepts and excel skills
• Professional and friendly client facing interactions

Requirements – Preferred

• Knowledge of LPL Financial ClientWorks

Qualifications

• Bachelor degree
• Experience working in professional environment
• Effective and friendly communication with clients via phone and email

Skills and Duties

• Generating advisor driven reports and opening new accounts
• Maintaining advisor calendar and meetings scheduling
• Support efficient operation of the office: filing, copying, scanning
• Support firm growth through client meeting preparation and event planning
• Maintain CRM by entering timely notes and adding new data
• Answer phone and welcome all visitors
• Ability to multitask and stay focused
• Dedication to detail and accuracy, strong organizational skills
• Ability to follow directions and work with minimum supervision
• Ownership of assigned tasks, and think for herself/himself

Proficiency in the use of computer programs:

• Microsoft Office Suite (Word, Outlook, Excel, PPT)
• RedTail, a client relationship management (CRM) system
• ClientWorks – LPL Financial platform is highly preferred
• Emoney Financial Planning platform

Job Type: Full-time

Pay: $30.00 - $40.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Paid training

Schedule:

• Monday to Friday

Supplemental pay types:

• Yearly bonus

Ability to commute/relocate:

• Campbell, CA 95008: Reliably commute or planning to relocate before starting work (Required)

Work Location: Hybrid remote in Campbell, CA 95008

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