Associate, Client Relationship Manager

Lido Advisors, LLC; San Diego, Northern (CA, KY); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Lido Advisors, LLC is seeking an Associate, Client Relationship Manager to support Advisory teams in wealth management. The role focuses on onboarding clients, handling requests, and maintaining accurate client records in a fast-paced team environment.

Ideal candidates bring at least 1 year in client support, Series 65/66 (or plan to obtain), and strong Excel/Salesforce proficiency. Excellent communication and teamwork are essential in delivering exceptional client service.

Qualifications

• Minimum of 1 year of professional experience in client support or related field.
• Series 65 or 66 required, or to be attained within given timeframe.
• Strong attention to detail and client service focus.
• Excellent verbal and written communication skills.
• Proficiency with Excel, Word, Outlook and Salesforce.

Responsibilities

• Onboard new client accounts including collecting documents and information.
• Liaise with custodian partners and internal departments.
• Prepare alternative investment paperwork with accuracy.
• Respond to client requests and complete transactions such as transfers.
• Maintain detailed client records in relationship management systems.
• Support client meetings with reports and marketing materials.
• Adhere to firm policies and procedures and collaborate with peers.

Skills

Attention to detail

Interpersonal skills

Client service

Verbal communication

Written communication

Organization

Team collaboration

Tools

Excel

Word

Outlook

Salesforce

PowerPoint

Job description

All Jobs > Associate, Client Relationship Manager

Lido Advisors, LLC, an established and expanding wealth management firm is looking for an Associate, Client Relationship Manager, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. Lido’s vision is to be recognized as the pre-imminent wealth advisory firm delivering an essential service to our clients.

The Associate, Client Relationship Manager, enhances the client experience by providing exceptional client service through administrative and operational support to one or more Wealth Advisors. Client Relationship Associates work in a complex, team-oriented and fast paced environment to deliver comprehensive investment and wealth strategies to clients. Lido Advisors offers a flexible work environment, supports personal and professional growth and embraces a culture of supporting each other, our communities, our clients and Lido.

Duties and Responsibilities

• Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients.
• Liaise with custodian partners and internal departments.
• Assist with the preparation of alternative investment paperwork with high level of accuracy.
• Provide exceptional client service by responding to client requests, inquiries, and transactions such as money movement and transfer requests.
• Maintain detailed client records across firm relationship management systems.
• Support the team’s overall strategy by preparing reports, marketing and other materials for client meetings.
• Adhere to firm’s control policies and procedures.
• Regularly seek opportunities to engage with peers to collaborate on best practices

Requirements

• Minimum of 1 year of professional experience in a client support service role coming from an RIA firm or financial services related industry or relevant intern experience.
• Series 65 or 66 required, or must be attained within timeframe determined by manager.
• Strong attention to detail.
• Exceptional interpersonal and client service skills.
• Superior verbal and written communication skills.
• Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items.
• Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.
• Ability to adapt to a rapidly changing and fast paced business environment.
• Proven ability to operate effectively and work under pressure with tight deadlines.
• Team player and a desire to collaborate with others.

We are an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.

The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The range below is an estimate and may be modified in the future.