Client Services Associate

Manhattan West, LLC; Los Angeles (CA); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

Medical, vision and dental insurance

Stock market holidays + Paid time off

Other fringe benefits as are made

Job summary

Manhattan West Enterprise Company in Century City, Los Angeles, seeks a Client Associate to support our Wealth Management team by handling administrative and client service tasks, onboarding new clients, and coordinating with Financial Advisors.

The role offers a potential path to becoming a Financial Advisor and requires strong organization, communication, and teamwork, with proficient use of Microsoft Office and DocuSign.

Qualifications

• At least one year of experience as a Client Associate in financial services.
• Bachelor’s degree from a four-year accredited institution.
• Detail-oriented with strong organizational abilities.
• Proficient with day-to-day Client Associate tasks.
• Proficient in Microsoft Office and DocuSign.
• Must be legally authorized to work in the United States.
• Successful completion of background check and pre-employment assessments.
• Ability to perform essential functions with or without reasonable accommodation.

Responsibilities

• Managing money movements (transfers, trades, wires/ACH, etc.)
• Communicating daily with prospective and existing clients
• Documenting client communications in Salesforce
• Reviewing documents for accuracy and maintaining accounts
• Preparing spreadsheets, reports, and other material for client meetings
• Performing other duties and responsibilities as assigned

Skills

Organizational skills

Client communication

Teamwork

Problem solving

Attention to detail

Education

Bachelor’s degree

Tools

Microsoft Office

DocuSign

Job description

Manhattan West Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services.

The Client Associate will be a key member of our team and will be integrally involved in all aspects of the company’s Wealth Management business by providing administrative and operational support to Financial Advisors, onboarding new clients, and managing day-to-day client requests.

About this Position:

• This position may provide a path to becoming a Financial Advisor if desired
• Located at Manhattan West’s office in Century City, Los Angeles, CA
• Reports to the Chief Administrative Officer

Responsibilities:

• Managing money movements (transfers, trades, wires/ACH, etc.)
• Communicating daily with prospective and existing clients
• Documenting client communications in Salesforce
• Reviewing documents for accuracy and properly maintaining accounts
• Preparing spreadsheets, reports, and other material for client meetings
• Performing other duties and responsibilities as assigned

Skills:

• Excellent organizational skills
• Skilled in communicating with clients via phone, email, and letters
• Ability to work in a team environment
• Problem solving - the ability to successfully resolve inquiries professionally and to prioritize issues

Requirements:

• At least one years’ experience as a Client Associate within financial services
• Bachelor’s degree from an accredited 4-year institution
• Detailed oriented
• Proficient with the day-to-day tasks of a Client Associate
• Proficient in Microsoft Office and DocuSign
• Must be legally authorized to work in the United States
• Successful completion of background check and pre-employment assessments
• Ability to complete the essential functions of the job with or without reasonable accommodation

Compensation:

• Salary range $85,000 - $105,000 based on qualifications and experience
• Discretionary bonus

Featured Benefits:

• Medical, vision and dental insurance
• Stock market holidays + Paid time off (PTO)
• Other fringe benefits as are made available to other similarly situated employees

Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.