WEALTH MANAGEMENT CLIENT SERVICES ASSOCIATE
If you thrive on creating a best-in-class customer service experience, this job is for you!
LionsGate Advisors, founded in 2014, has already achieved extensive recognition in an established market. We are poised to reach a new level of growth and seek an experienced Client Service Associate who is passionate about compliance and customer service to join our Client Concierge Team. The primary objectives of the Client Service Associate are to:
- Provide exceptional customer service to clients through rigorous account service and maintenance, and a commitment to satisfy client requests.
- Act as liaison with external business partners including custodians and insurance carriers.
- Produce timely consolidated performance reporting for periodic reviews of client accounts, updating information throughout various software platforms.
- Ensure file accuracy and adherence to compliance requirements.
Financial Advisor Position
LionsGate Advisors employs highly specific criteria in choosing its Financial Advisors. Please click on the link below to participate in a questionnaire that maps your sales proficiency profile to our needs.
Investment Advisory Services offered through Lion Street Advisors, LLC., a Registered Investment Advisor. LionsGate Advisors does not provide legal or tax advice.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact LionsGate Advisors at (314) 222-2788 or email [email protected].
Securities offered through Larson Financial Securities, LLC, member FINRA/SIPC/MSRB. Advisory Services offered through Larson Wealth Partners, LLC, a Registered Investment Advisory firm. Larson Financial Securities and Larson Wealth Partners are affiliated. Larson Wealth Partners is doing business as Counsel Wealth Management.