Investment Advisory Associate

ADP, Inc.; Los Angeles (CA); Vor Ort; USD 65.000 - 80.000; Vollzeit

Benefits dieser Stelle

Discretionary Bonus

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Health Savings Account

Paid Maternity & Parental Leave

Tuition Reimbursement

Zusammenfassung

Evoke Advisors, a division of MAI Capital, is seeking an Advisory Associate to join our client service team in Los Angeles, CA. You will manage onboarding and maintenance of client accounts, coordinate trades, and support advisors with custodial paperwork and information requests.

Based in Century City, this in-office role requires five days on-site and a bachelor's degree with at least two years of client service in finance.

Qualifikationen

• Bachelor’s degree or equivalent experience.
• Minimum of two years of client service experience in the financial industry.
• Proficiency with Microsoft Office suite (Excel, Outlook, Word, PowerPoint) and CRM systems.
• Experience with custodial platforms; Fidelity/Schwab experience is a plus.

Aufgaben

• Owns onboarding and ongoing maintenance of client accounts, including documentation and wire transfers.
• Executes and reconciles trades; resolves breaks promptly and accurately.
• Monitors daily custodial alerts and escalates issues affecting clients.
• Prepares custodian paperwork and tracks it to completion; keeps clients and advisors updated.
• Coordinates tax documents with clients and intermediaries.
• Interfaces with fund companies to facilitate client needs and information requests.
• Maintains accurate client records by documenting service requests in the CRM.
• Collaborates with custodians, accountants, and attorneys to ensure high service levels.

Kenntnisse

Organization

Attention to detail

Communication

Time management

Discretion

Learning agility

Ausbildung

Bachelor's degree or equivalent experience

Tools

MS Office

Excel

Outlook

Word

PowerPoint

Adobe

Mail Merge

CRM systems

Custodial platforms

Jobbeschreibung

Evoke Advisors, a division of MAI Capital, is seeking an Advisory Associate to join our client service team in Los Angeles, CA. You will manage onboarding and maintenance of client accounts, coordinate trades, and support advisors with custodial paperwork and information requests.

Based in Century City, this in-office role requires five days on-site and a bachelor's degree with at least two years of client service in finance.