Client Service Associate

Whittier Advisors; Los Angeles (CA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

401(k)

Paid paternity leave

Medical insurance

Vision insurance

Paid maternity leave

Job summary

A leading investment management firm in Los Angeles is seeking a Client Service Associate to support Relationship Managers and Portfolio Managers in delivering exceptional service to high-net-worth individuals and institutions. Responsibilities include client interactions, supporting the advisory process, and documenting client communications. Strong communication skills and experience in wealth management are required for this full-time position.

Qualifications

• 1-3 years of experience in wealth management.

Responsibilities

• Coordinates with Portfolio Managers and Relationship Managers to support the advisory process.
• Builds client relationships by interacting directly with clients in an advisory capacity.
• Documents client interactions and maintains accurate CRM records.

Skills

Excellent verbal and written communication skills

High integrity and empathy

Proficiency in Microsoft Office

Tools

Addepar

Salesforce

Schwab

Fidelity

Job description

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About Us

Whittier Advisors is a Los Angeles and Newport Beach-based investment management firm with over $1 billion in assets under management. Operating as a separate entity, Whittier Advisors is an affiliate of Whittier Trust Company and The Whittier Trust Company of Nevada, and a wholly owned subsidiary of Whittier Holdings, which collectively manage over $25 billion in AUM. We provide comprehensive investment solutions for high-net-worth families, institutions, and foundations, and manage fixed income mutual funds and separately managed accounts. We seek curious, entrepreneurial professionals who share our passion for delivering exceptional client outcomes.

Job Description

The Client Service Associate collaborates with Relationship Managers and Portfolio Managers to deliver high-touch service to high-net-worth individuals, families, and institutions.

Core Responsibilities

• Coordinates with Portfolio Managers and Relationship Managers to support the advisory process
• Having strategic conversations around client scenarios with PMs/RM – not just delivering on a request
• Builds client relationships by interacting directly with clients in an advisory capacity, with PM/RM oversight
• Attends client/prospective client meetings and events with Portfolio Managers and Relationship Managers
• Responds to routine client requests via phone, email, etc.
• Assists with preparation of presentation materials and sophisticated financial modeling
• Acts as a project manager, coordinating across internal and external subject matter experts (e.g. tax, legal, real estate, lending, etc.)
• Documents client interactions and maintains accurate CRM records
• Prepares custodian paperwork, contracts, and subscription agreements
• Facilitates cash and security movements
• Collaborates with leadership on initiatives designed to streamline firm procedures

Required Qualifications

• 1-3 years of experience in wealth management
• Excellent verbal and written communication skills
• High integrity and empathy
• Proficiency in Microsoft Office

Preferred Qualifications

• Series 7 & 66 (or desire to obtain)
• CFP preferred (or desire to obtain)
• Experience with Addepar, Salesforce, Schwab, and/or Fidelity

Base salary range: $75,000 - $110,000

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Investment Management

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Inferred from the description for this job

401(k)

Paid paternity leave

Medical insurance

Vision insurance

Paid maternity leave

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