Wealth Management Client Associate | Path to Advisor

Manhattan West; Los Angeles (CA); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

Medical, vision and dental insurance

Stock market holidays + PTO

Other fringe benefits

Job summary

Manhattan West Enterprise Company is seeking a Client Associate to join our Wealth Management team. You will provide administrative and operational support to Financial Advisors, onboard new clients, and manage day-to-day client requests from our Century City, Los Angeles office.

This role offers exposure to proprietary investments across private equity, venture capital, real estate, private debt, and traditional portfolios, with potential path to becoming a Financial Advisor.

Qualifications

• At least one year of experience as a Client Associate within financial services.
• Bachelor’s degree from an accredited 4-year institution.
• Detailed oriented.
• Proficient with the day-to-day tasks of a Client Associate.
• Proficient in Microsoft Office and DocuSign.
• Must be legally authorized to work in the United States.
• Successful completion of background check and pre-employment assessments.
• Ability to complete the essential functions of the job with or without reasonable accommodation.

Responsibilities

• Managing money movements (transfers, trades, wires/ACH, etc.).
• Communicating daily with prospective and existing clients.
• Documenting client communications in Salesforce.
• Reviewing documents for accuracy and properly maintaining accounts.
• Preparing spreadsheets, reports, and other material for client meetings.
• Performing other duties and responsibilities as assigned.

Skills

Organizational skills

Client communication

Team player

Problem solving

Education

Bachelor's degree (4-year)

Tools

Microsoft Office

DocuSign

Job description

Manhattan West Enterprise Company is seeking a Client Associate to join our Wealth Management team. You will provide administrative and operational support to Financial Advisors, onboard new clients, and manage day-to-day client requests from our Century City, Los Angeles office.

This role offers exposure to proprietary investments across private equity, venture capital, real estate, private debt, and traditional portfolios, with potential path to becoming a Financial Advisor.