Wealth Advisory Client Relations Specialist

Lido Advisors; Atlanta (GA); On-site; USD 50,000 - 65,000; Full time

Job summary

Lido Advisors is seeking an Associate, Client Relationship Manager to support Advisory teams in wealth management. This role focuses on delivering exceptional client service and managing onboarding, documentation, and client inquiries in a fast-paced environment.

You will collaborate with custodians and internal departments, maintain client records, prepare reports for meetings, and help grow client relationships while adhering to firm policies.

Qualifications

• Bachelor’s degree required.
• At least 1 year of professional experience in a client support role in an RIA firm or financial services.
• Series 65 or 66 required, or must be attained within timeframe determined by manager.
• Strong attention to detail and exceptional interpersonal and client service skills.
• Superior verbal and written communication skills; ability to organize, prioritize and manage multiple tasks.

Responsibilities

• Onboard new client accounts, collecting required documents and client information through in-person meetings or calls.
• Liaise with custodian partners and internal departments.
• Assist with the preparation of alternative investment paperwork with high accuracy.
• Provide exceptional client service by responding to client requests, inquiries, and transactions such as money movements and transfer requests.
• Maintain detailed client records across firm relationship management systems.
• Prepare reports, marketing and other materials for client meetings to support the team’s strategy.
• Adhere to firm’s control policies and procedures.
• Engage with peers to collaborate on best practices.

Skills

Attention to detail

Interpersonal skills

Verbal and written communication

Organizational skills

Team player

Ability to work under pressure

Adaptability

Education

Bachelor’s degree

Tools

Excel

Word

Outlook

Salesforce

PowerPoint

Job description

Lido Advisors is seeking an Associate, Client Relationship Manager to support Advisory teams in wealth management. This role focuses on delivering exceptional client service and managing onboarding, documentation, and client inquiries in a fast-paced environment.

You will collaborate with custodians and internal departments, maintain client records, prepare reports for meetings, and help grow client relationships while adhering to firm policies.