Wealth Client Services & Operations Associate

HighTower Advisors, LLC; Los Angeles, Northern (CA, KY); Hybrid; 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

Job summary

Bel Air Investment Advisors, an advisory practice of Hightower, seeks a Client Service/Advisory Associate to support the team in Los Angeles. You will coordinate service and operational tasks, liaise with clients and internal teams, and assist in onboarding and account transfers.

Ideal candidates bring strong communication, multi-tasking ability, and a proactive approach to delivering high-quality client service within a fast-paced environment. BA/BS in finance preferred.

Qualifications

• Strong communication and interpersonal skills for client interaction.
• Ability to manage multiple tasks in a fast-paced advisory environment.
• Self-starter with initiative to drive processes and client service.
• Familiarity with standard industry practices and procedures.

Responsibilities

• Coordinate service and operational functions for client servicing and investments.
• Serve as liaison between advisory team, clients and internal departments.
• Assist with new client onboarding and documentation for accounts and transfers.
• Coordinate asset allocation and reallocation processes with relevant teams.
• Provide responsive customer service, handle inquiries, and process service requests.
• Maintain proficiency in investment strategies and firm policies to resolve issues.

Skills

Strong communication

Interpersonal skills

Self-starter

Multi-tasking

Team oriented

Detail-oriented

Education

BA/BS in finance or related field

Tools

Microsoft Office

Job description

Bel Air Investment Advisors, an advisory practice of Hightower, seeks a Client Service/Advisory Associate to support the team in Los Angeles. You will coordinate service and operational tasks, liaise with clients and internal teams, and assist in onboarding and account transfers.

Ideal candidates bring strong communication, multi-tasking ability, and a proactive approach to delivering high-quality client service within a fast-paced environment. BA/BS in finance preferred.