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Private Client Service Associate
Job Description
Hybrid
A prominent financial services firm based in Los Angeles, California, is seeking a Private Client Services Associate to support high-net-worth clients with a range of financial services. This role focuses on managing client relationships, facilitating the onboarding process, and ensuring the efficient execution of daily operations, including coordinating meetings and handling financial transactions. The ideal candidate will possess strong organizational skills, attention to detail, and a commitment to delivering exceptional client service. This position offers significant growth opportunities, with the potential for advancement into advisory roles, while contributing to a collaborative and dynamic team environment.
Salary Range: $70,000 - $75,000 / year DOE
Private Client Services Associate Responsibilities:
- Onboard new clients, managing all steps from initial contact to full integration
- Coordinate and schedule client meetings with advisors, ensuring seamless communication and preparation
- Respond to client inquiries and handle money movement or transfer requests via phone, email, or virtual meetings
- Prepare client-facing materials, such as reports and marketing documents, for meetings or presentations
- Manage data entry, filing, and follow-up, ensuring accuracy and timeliness across all client interactions
Private Client Services Associate Requirements:
- Bachelor s degree required
- Minimum of 1 year of professional experience, preferably in a legal assistant role
- Proficiency in Microsoft Word and Outlook
- Experience with Salesforce preferred
- Strong organizational skills and attention to detail, especially with scheduling and client interactions
Benefits:
- Comprehensive Health Insurance
- 401(k) with contributions after 6 months
- 3 weeks PTO
- Access to discounted tax preparation services for employees and their families
- Work-life balance supported by a flexible schedule and hybrid work options
Join a respected financial services firm looking for a motivated Private Client Services Associate to manage client relationships, support operations, and be part of a dynamic, growth-focused team!
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