Client Advisory Associate — Growth & Operations

MAI Capital Management; Los Angeles (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Discretionary Bonus

Medical, Dental & Vision Insurance

401(k)

Health Savings Account

Paid Maternity & Parental Leave

Tuition Reimbursement

Job summary

Evoke Advisors, a division of MAI Capital Management, seeks an Advisory Associate to join our client advisory team in Century City. You will work with Advisors to manage accounts and facilitate investment transactions, delivering exceptional service and operational excellence.

This role requires five days per week in the office, exposure to multiple asset classes, and collaboration with custodians, accountants, and attorneys to support clients effectively.

Qualifications

• Bachelor’s degree or equivalent experience.
• Minimum of two years of client service experience in the financial industry.
• Strong MS Office skills (Excel, Outlook, Word, PowerPoint).
• Experience with custodial platforms and CRM systems preferred; Fidelity/Schwab is a plus.

Responsibilities

• Own onboarding and maintenance of client accounts, including documents and money movements.
• Execute and reconcile trades and resolve breaks promptly.
• Monitor custodial alerts and escalate issues affecting clients.
• Prepare custodian paperwork and keep clients/advisors updated on status.
• Coordinate tax documents with clients and intermediaries.
• Interface with private fund companies for information requests.
• Maintain client records in the CRM and ensure high service levels.
• Collaborate with internal teams, custodians, and intermediaries to serve clients.

Skills

Organization

Attention to detail

Written and verbal communication

Time management

Discretion and confidentiality

Fast learner

Education

Bachelor’s degree

Tools

MS Office

CRM systems

Custodial platforms

Fidelity/Schwab experience

Job description

Evoke Advisors, a division of MAI Capital Management, seeks an Advisory Associate to join our client advisory team in Century City. You will work with Advisors to manage accounts and facilitate investment transactions, delivering exceptional service and operational excellence.

This role requires five days per week in the office, exposure to multiple asset classes, and collaboration with custodians, accountants, and attorneys to support clients effectively.