Client Relationship Associate - Wealth Management

Lido Advisors; California (MO); On-site; USD 65,000 - 75,000; 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 exceptional client service, onboarding, and accurate processing of investment and account activities.

You will work in a fast-paced, team-driven environment, liaising with custodians and internal partners while ensuring detailed records and compliant procedures. A strong communicator with Excel proficiency will thrive here.

Qualifications

• Bachelor’s degree required.
• 1+ year in a client support role in an RIA or financial services.
• Series 65 or 66 required, or to be attained within manager-set timeframe.
• Strong attention to detail and client service skills.
• Excellent verbal and written communication.

Responsibilities

• Onboard new client accounts, collecting documents and information through in person meetings or on calls.
• 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 including money movement.
• Maintain detailed client records across firm relationship management systems.
• Prepare reports, marketing materials and other client meeting materials.
• Adhere to firm’s control policies and procedures.
• Collaborate with peers to share best practices.

Skills

Attention to detail

Interpersonal & client service

Verbal & written communication

Time management

Team collaboration

Education

Bachelor’s degree

Tools

Excel

Word

Outlook

Salesforce

PowerPoint

Job description

Lido Advisors, LLC is seeking an Associate, Client Relationship Manager to support Advisory teams in wealth management. The role focuses on exceptional client service, onboarding, and accurate processing of investment and account activities.

You will work in a fast-paced, team-driven environment, liaising with custodians and internal partners while ensuring detailed records and compliant procedures. A strong communicator with Excel proficiency will thrive here.