Client Service Associate- Bel Air Investment Advisors

Hightower Advisors; Los Angeles (CA); On-site; USD 110,000 - 120,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Job summary

Bel Air Investment Advisors, an advisory practice of Hightower, seeks a Client Service/Advisory Associate in Los Angeles to support the advisory team and ensure timely, accurate client service and investment execution. You will liaise with clients and internal teams to coordinate onboarding and ongoing activity.

Ideal candidates bring experience in a similar RIA/brokerage setting, strong communication, and the ability to manage multiple tasks in a fast-paced environment, with proficiency in MS

Qualifications

• Experience in a Registered Investment Advisor or Brokerage environment preferred.
• Strong understanding of industry concepts, practices, and procedures.

Responsibilities

• Coordinate the service and operational functions to service clients and ensure accurate execution of investments.
• Act as liaison between advisory team, clients, and internal departments to respond to inquiries and complete activities.
• Coordinate the new client process including meeting prep, background information gathering, and account transfer documentation.
• Coordinate asset allocation and reallocation processes including paperwork and account establishment.
• Provide customer service by sharing information, answering inquiries, researching, and submitting service requests.
• Maintain proficiency in investment strategies, services, policies, and procedures; solve problems via understanding of firm processes.
• Perform other duties and participate in Firm projects as assigned.

Skills

Strong communication

Self-starter

Multi-tasking

Problem solving

Teamwork

Detail-oriented

Time management

Customer service

Financial industry experience

Education

BA/BS degree in finance or related field preferred

Tools

MS Office Suite (Excel, Word, Outlook)

Job description

Your Future Team

Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 million or more in investable assets. We offer a diverse mix of proprietary and sub-advisory investment strategies within our open architecture platform. The firm was founded in 1997, with offices based in Los Angeles built on a set of client-centric core beliefs which guide its practice.

Bel Air Investment Advisors employs more than 50 individuals including financial analysts, investment advisors, research professionals, portfolio managers, fixed income and equity traders, and administrative support. The company is looking to add a Client Service/Advisory Associate (CSA) to help the team grow.

What You’ll Do

• Coordinates the implementation of the service and operational functions of the advisory team necessary to ensure proper servicing of clients and the timely/accurate execution of investments.
• Acts as a liaison between the advisory team, their clients & internal departments to provide day to day support in responding to advisor and client inquiries and ensuring timely and accurate completion of operational/product activities.
• Coordinates the new client process including participating in meeting preparation, collection of client background information, providing and obtaining required account and investment strategy documentation, and operational coordination of account establishment and transfers.
• Coordinates the asset allocation & reallocation process including, addressing necessary paperwork, account establishment, and investment implementation and/or changes with applicable department(s).
• Provides customer service to clients by providing information, responding to inquiries, conducting research, and submitting and ensuring the completion of service requests.
• Maintains proficiency in all investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests. Solve problems through a strong understanding of operational and firm processes.
• Performs other necessary duties and participates in Firm projects as assigned.

What You’ll Bring

The candidate should have strong professional verbal and written communication, and interpersonal skills, as well as the ability to motivate self and others to deliver high quality output, possibly within tight timeframes.

The ideal candidate will have experience and attributes in the following areas:

• Deep experience in a similar role with a Registered Investment Advisor and/or Brokerage Firm.
• Strong understanding of standard concepts, practices, and procedures within the industry.
• Self-starter who takes initiative to identify and complete tasks. Can handle multiple assignments and work in a fast-paced environment.
• Ability to solve problems, anticipate needs and provide superior service.
• High energy with ability to handle pressure and meet deadlines.
• Detail-oriented with ability to prioritize and organize workflow
• Ability to work effectively in a team environment
• Flexible and willing to perform other tasks as assigned
• Strong technical skills using the Microsoft Office Suite including Excel, Word and Outlook.
• BA/BS degree in finance or related field preferred

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base salary of $110,00- $120,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Hightower’s Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER

Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.