Wealth Client Service & Advisory Associate

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

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