High-Touch Client Service Specialist - Wealth Advisory Path

hireneXus; Manhattan Beach (CA); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

Bonus opportunity

Benefits package

Job summary

HireneXus in Manhattan Beach, CA, is partnering with a boutique wealth advisory to hire a Client Service Specialist/Associate Wealth Advisor. You will support advisors, manage client onboarding, and help deliver a high-touch client experience for sophisticated families.

This role offers a growth path in advisory services, exposure to portfolio reporting, planning projects, and collaboration with senior team members in a fast-paced environment.

Qualifications

• Bachelor's degree required with 4+ years in wealth management, investment advisory, or financial services.
• Knowledge of investment account types including IRAs, trusts, retirement plans, donor-advised funds, taxable accounts.
• Familiarity with stocks, bonds, mutual funds, CDs, and related client account administration.

Responsibilities

• Coordinate client onboarding and account openings, transfers (ACATs), custodial documentation, and onboarding tasks.
• Serve as primary point of contact for client service requests; support advisors, clients, custodians, and family office personnel.
• Assist with portfolio reporting, performance validation, and report preparation/delivery.
• Support financial planning initiatives and wealth management projects.
• Prepare materials for client meetings and contribute to client financial strategy implementation.

Skills

Investment accounts knowledge

Investment products understanding

ACATs & transfers

MS Office

Organizational skills

Education

Bachelor's degree

CFP designation (preferred)

Tools

Fidelity

Schwab Institutional

Pershing

Salesforce

Redtail

Addepar

Black Diamond

Tamarac

Orion

Envestnet

eMoney

MoneyGuidePro

DocuSign

Job description

HireneXus in Manhattan Beach, CA, is partnering with a boutique wealth advisory to hire a Client Service Specialist/Associate Wealth Advisor. You will support advisors, manage client onboarding, and help deliver a high-touch client experience for sophisticated families.

This role offers a growth path in advisory services, exposure to portfolio reporting, planning projects, and collaboration with senior team members in a fast-paced environment.