Client Service Associate

Curated Wealth Partners; El Segundo (CA); On-site; USD 95,000 - 105,000; Full time

Benefits offered by this job

Eligible for profit-sharing plan

401(k) with 4% employer matching

Company paid health, dental, and vision insurance

Unlimited PTO

Regular staff lunch and learns

Collegial and collaborative work environment

Opportunity for salary increase with growth

Job summary

A wealth management firm in El Segundo, CA is seeking a Client Service Associate to handle client service requests and provide administrative support to advisors. Responsibilities include managing documentation, client information, and complex financial issues. Ideal candidates will have 3+ years in the financial services sector with skills in client relationship management and various software tools. This position offers a competitive salary and comprehensive benefits including 401(k) matching and unlimited PTO.

Qualifications

• 3 years of experience in wealth management or financial services.
• Experience with Schwab Advisor Center.
• Ability to manage various tasks and calendar items.
• Professional administrative writing and verbal communication skills.
• Ability to work independently and prioritize tasks.
• High attention to detail.
• Excellent client service and relationship management skills.
• Experience with Salesforce, Fidelity, Addepar, or Monday.com is a plus.

Responsibilities

• Respond to and manage client service requests via phone, email, and CRM.
• Move money among different accounts at the direction of Senior Advisors.
• Handle documentation and execution of opening accounts.
• Prepare subscription documents for different investments.
• Enter and maintain client info in CRM and client records.
• Provide administrative support to the firm’s Advisors.
• Coordinate with teams to manage client service requests.
• Work through complex issues involving alternative investments.

Job description

Curated Wealth Partners is seeking a Client Service Associate for our Wealth Management firm in El Segundo, CA. We are a multi-family office and investment advisory firm working with ultra-high-net-worth families. We believe our clients are our partners and we guide them through financial challenges and opportunities.

Pay Range: $95,000 – $105,000 per year, based on experience.

Salary and Benefits

• Eligible for participation in the firm’s profit sharing plan
• 401(k) with 4% employer matching
• Company paid health, dental, and vision insurance up to $750/month (plan limited to 90% of dental and vision)
• Unlimited PTO
• Regular staff lunch and learns
• Collegial and collaborative work environment
• Opportunity to grow in the position with commensurate increase in salary

Duties and Responsibilities

• Respond to and manage client service requests via phone, email, and CRM
• Move money among a variety of different accounts at the direction of Senior Advisors
• Handle documentation and execution of opening accounts
• Prepare subscription documents for private equity, venture capital, and direct investments
• Enter and maintain client info in our CRM and client records
• Provide administrative support to the firm’s Advisors
• Coordinate with different teams to manage client service requests and communication with clients
• Work through complex issues – many of our clients have alternative investments and complex organizational structures which require research, accuracy, and diligence

Position Requirements

• 3 years of experience in wealth management/financial services
• Experience with Schwab Advisor Center
• Ability to manage a variety of tasks and calendar items
• Professional administrative writing and verbal communication skills
• Ability to work independently as well as within a team and prioritize tasks appropriately
• Ability to manage your own time – we do not micromanage
• High attention to detail
• Excellent client service and relationship management skills
• Not required but a big plus: experience with any of our systems – Salesforce, Fidelity, Addepar, Monday.com

The Process

Qualified candidates will start the process by having a 15–30 minute Zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form. If you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.