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Client Service Associate

Los Angeles, CA 90049

Posted: 03/29/2023 Employment Type: Permanent Category: Administrative Job Number: 17685 Pay Range: $60,000 - $90,000 DOE

Job Description


A wealth management company located in Los Angeles, California is seeking a Client Service Associate to join their team. As a Client Service Associate, you will be responsible for assisting high-net-worth clients in managing their financial assets.  You will be client facing, so you must have great phone skills and a genuine desire to be working with people.  The company values loyalty, efficiency, and a healthy work-life balance.  If you are social person with a communication style that gets right to the point, this job would be a great fit for you.

Pay Range: $60,000 - $90,000 DOE

Responsibilities:
  • Assist high-net-worth clients with account opening, transfers, and paperwork
  • Facilitate money movements, including wires, third-party wires, links to bank accounts, journals, and checks
  • Schedule client meetings and communicate with clients to ensure all needs are met
  • Monitor account activity as needed
  • Coordinate with CPAs for annual tax reporting
  • Track significant client events and send cards accordingly
  • Provide efficient communication to high-net-worth individuals
  • Assist all three financial advisors as needed

Requirements:
  • 5+ years of client service experience
  • Series 7 and 66 Securities licenses are a must
  • Proficient in Microsoft Office and Salesforce
  • Bachelor's degree is preferred but not required
  • Direct investment industry experience is a plus
  • Strong communication and organization skills
  • Ability to work well under pressure and handle different types of clients
  • Must be available to work onsite during market hours, from 6:30 AM to 2 PM daily
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Benefits:
  • Medical Insurance options – Eligible after 30 days
  • 401k with 4% safety harbor match
  • Discretionary profit sharing
  • PTO/PSL – 160 hours max
  • Holidays off

Apply to be a Client Service Associate today!

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