Wealth Client Services Specialist (LA)

First Foundation Advisors; Veterans Administration (CA); On-site; USD 72,000 - 102,000; Full time

Benefits offered by this job

401(k) Plan with 6% Match

Health/Dental/Vision Insurance

Company-paid Life Insurance

Tuition Reimbursement

Paid Time Off

Volunteer Leave

Job summary

First Foundation Advisors is seeking a Client Service Associate for our Los Angeles, CA location. The role supports client lifecycle activities through seamless account administration, scheduling, and service requests, while upholding superior client experience.

Ideal candidates bring strong communication skills, organization, and a collaborative mindset. This full-time position integrates with Sunflower Bank’s trusted services within the FirstSun family.

Qualifications

• Excellent verbal and written communication skills required.
• Strong organizational abilities and attention to detail.
• Self-motivated, flexible team player with proactive approach.

Responsibilities

• Coordinate, schedule, and confirm meetings and events.
• Prepare letters, emails, spreadsheets, and presentation materials.
• Manage client communications regarding signatures, access, and inquiries.
• Assist in account opening and processing, and support portfolio reviews.

Skills

Communication skills

Detail-oriented

Highly organized

Team player

Education

High School diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office

Photoshop

CRM software

Job description

First Foundation Advisors is seeking a Client Service Associate for our Los Angeles, CA location. The role supports client lifecycle activities through seamless account administration, scheduling, and service requests, while upholding superior client experience.

Ideal candidates bring strong communication skills, organization, and a collaborative mindset. This full-time position integrates with Sunflower Bank’s trusted services within the FirstSun family.