Wealth Client Service Associate

Whittier Advisors; Los Angeles (CA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

401(k)

Paid paternity leave

Medical insurance

Vision insurance

Paid maternity leave

Job summary

A leading investment management firm in Los Angeles is seeking a Client Service Associate to support Relationship Managers and Portfolio Managers in delivering exceptional service to high-net-worth individuals and institutions. Responsibilities include client interactions, supporting the advisory process, and documenting client communications. Strong communication skills and experience in wealth management are required for this full-time position.

Qualifications

• 1-3 years of experience in wealth management.

Responsibilities

• Coordinates with Portfolio Managers and Relationship Managers to support the advisory process.
• Builds client relationships by interacting directly with clients in an advisory capacity.
• Documents client interactions and maintains accurate CRM records.

Skills

Excellent verbal and written communication skills

High integrity and empathy

Proficiency in Microsoft Office

Tools

Addepar

Salesforce

Schwab

Fidelity

Job description

A leading investment management firm in Los Angeles is seeking a Client Service Associate to support Relationship Managers and Portfolio Managers in delivering exceptional service to high-net-worth individuals and institutions. Responsibilities include client interactions, supporting the advisory process, and documenting client communications. Strong communication skills and experience in wealth management are required for this full-time position.