Client Experience Specialist, Wealth Management

Sunflower Bank; Los Angeles (CA); Hybrid; USD 72,000 - 102,000; Full time

Benefits offered by this job

401(k) Plan with 6% Match

Health/Dental/Vision Insurance

Company-paid Life Insurance

Tuition Reimbursement

Fitness Reimbursement

Paid Time Off

Paid Holidays

Job summary

First Foundation Advisors is seeking a proactive Client Service Associate for our Los Angeles, CA location. You will serve as a key contact, ensuring smooth account administration and timely service delivery for high-net-worth clients.

The role emphasizes supporting client communications, document handling, and portfolio review preparation, with a strong focus on accuracy, teamwork, and compliance with industry standards.

Qualifications

• High School diploma or equivalent required; Bachelor’s degree preferred.
• Minimum of 3 to 5 years of related experience required.
• Background in sales support/marketing and knowledge of financial concepts preferred.
• PC proficiency in Microsoft Office, Photoshop, and Client relationship management programs (CRM).
• Highly organized and flexible.
• Excellent verbal/written communication skills with the ability to effectively communicate with all levels of personnel.
• Self-motivated, detail-oriented team player.
• Ability to research using the Internet.

Responsibilities

• Coordinate, schedule, and confirm meetings, conferences, and special events.
• Answer telephones and prepare presentation materials, letters, and emails.
• Communicate with clients regarding signatures, documentation, online access, and account inquiries.
• Respond to client requests for information or direct them to the appropriate person.
• Prepare for client portfolio reviews through portfolio account software (Orion) and direct client communication.
• Create and maintain client service records and CRM contacts.
• Provide sales support for meetings and follow-up with prospects and clients.

Skills

Verbal communication

Written communication

Organizational skills

Self-motivated

Education

High School diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office

Photoshop

CRM

Job description

First Foundation Advisors is seeking a proactive Client Service Associate for our Los Angeles, CA location. You will serve as a key contact, ensuring smooth account administration and timely service delivery for high-net-worth clients.

The role emphasizes supporting client communications, document handling, and portfolio review preparation, with a strong focus on accuracy, teamwork, and compliance with industry standards.