New Position: Client Services Administrator

Christopher Weil & Company, Inc. (“WEIL”) is a wealth management and investment advisory firm located in Carmel Valley, California. We have engineered ourselves for client success with a one-of-a-kind operating model that attracts great people who want to be part of a team providing specialized and anticipatory service for families who have sophisticated financial and estate needs.
 

The Position


We are currently seeking to add a Client Services Administrator to our Client Services Team. The Client Services Team works closely with the Advisory Team to anticipate and identify client needs, make decisions about how to best meet those needs, and monitor the efficacy of those decisions.

 

We are looking for someone who is self-motivated and team-oriented; detail-oriented and flexible; serious about excellence and comfortable with a lighthearted approach to their work. We need a person who is willing to complete the Series 65 exam, giving themselves the tools to be a good partner to our Advisors and to the rest of the team.

 

To paraphrase the Clients Services Team manager, we are looking for someone awesome.

 

Qualifications and Experience

 

This position requires a bachelor’s degree from an accredited institution. Experience in administration is preferred but not required.  

 

Competencies & Qualities

 

Our ideal candidate would possess the following competencies and qualities, both technically and culturally:

 

  • Eager to learn and be coached

  • Comfortable with an informal training program

  • Genuinely enjoys people and is interested in learning about them

  • Curious about administration, systems, procedures, workflow and efficiency

  • Comfortable with high-levels of detail-oriented work in a fast-paced environment

  • Skilled at professional, concise and friendly phone, email, and in-person communication

  • Flexible and lighthearted about inevitable changes, adjustments, and exceptions

  • Comfortable owning and announcing mistakes and learning from them

  • Technologically literate and willing to adapt and learn specific methodologies

  • Welcoming of collaboration with others and asking for help from others

  • Kind, good-natured and respectful of everyone's right to work in a welcoming and inclusive work space

 

The position is full-time and offers a competitive salary, health insurance benefits, 401(k) participation, discretionary bonuses, unlimited vacation and sick leave, and the opportunity to earn success sharing after three years with the firm. Interested candidates should please email their resume and coverletter to Catalina Cherny-Santos, csantos@cweil.com.

Christopher Weil & Company, Inc. does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.