Abacus is a progressive financial planning firm devoted to helping people expand what's possible with money. We treat each other with the same level of care and respect we treat our clients - it's why we offer unlimited vacation, flexible work hours (and location), sixteen weeks of paid parental leave, and more.
Please note that this role has a hybrid work location, with a requirement that the first 90 days of employment are onsite in our Santa Monica, California office. The purpose of this requirement is to maximize your access to support and acclimate you quickly. Starting wage for this position is $65k - $70k.
Abacus Client Service Associates ("CSAs") are the backbone of our organization. A career in this role means you'll partner with our financial advisors to ensure our client experience is consistent, engaging, and pleasant. To excel in this role, you will need outstanding customer service, and should feel comfortable solving problems independently and treating our clients with the utmost care.
What You'll Do:

• Our clients are excited to get started with their new financial life, so our CSAs get account paperwork processed quickly and with as little disruption to the client experience as possible.
• Money is scary to some people, so our CSAs are gentle and clear in communications with clients (and future clients) on things like account opening status, requests for money, or other informational updates.
• Our CSAs are experts at tracking all open requests closely, with an intense attention to detail.
• You will keep client files organized and updated so that we are legally compliant in how we are saving documents. If anyone needs to find anything it's easy-peasy.
• Our CSA team logs every activity and event related to clients promptly into Salesforce, our CRM.
• You will work with clients, advisors, and our financial custodians to ensure nothing falls through the cracks.
• Our CSAs work as a unit, so we're looking for a true team player. You should be willing to help out, answer questions, and cover for the team when needed. There may also be times when you are asked to help with training.

• 2 years of experience working in a professional office environment, with at least one of those in customer service.
• Excellent communication skills - on the phone, in person, and in writing. Since you're often the front-line support for our clients, it's important that you can communicate without errors, promptly, and with ease.
• Ability to study for, and pass, the Series 65 exam. This is a legal requirement for career progression in this role. Don't worry, we pay for testing and study materials - but this does require a decent amount of financial acumen, so you should be comfortable with that challenge.
• You're an organization-pro. You know this is key to keep service moving and on time.
• You sincerely love working with people. You treat your teammates and clients with respect and care.
• Cloud-based applications, e-signatures, and new technology don't daunt you.
• You have an understanding and appreciation of our Core Values - we hope you live and breathe them like we do.
• We're a certified B Corp committed to people and planet. If these things are important to you too, you belong with us!

• Financial industry knowledge and/or experience.
• Prior experience with software like DocuSign, Salesforce, etc.
• An interest in our work definitely helps - if you're excited about money, financial planning, or our overall holistic and mindful approach to client work - please mention it in your application!