Wealth Management Client Associate — Path to Financial Advisor

Manhattan West, LLC; 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 + Paid time off

Other fringe benefits as are made

Job summary

Manhattan West Enterprise Company in Century City, Los Angeles, seeks a Client Associate to support our Wealth Management team by handling administrative and client service tasks, onboarding new clients, and coordinating with Financial Advisors.

The role offers a potential path to becoming a Financial Advisor and requires strong organization, communication, and teamwork, with proficient use of Microsoft Office and DocuSign.

Qualifications

• At least one year of experience as a Client Associate in financial services.
• Bachelor’s degree from a four-year accredited institution.
• Detail-oriented with strong organizational abilities.
• Proficient with day-to-day Client Associate tasks.
• 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 perform essential functions 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 maintaining accounts
• Preparing spreadsheets, reports, and other material for client meetings
• Performing other duties and responsibilities as assigned

Skills

Organizational skills

Client communication

Teamwork

Problem solving

Attention to detail

Education

Bachelor’s degree

Tools

Microsoft Office

DocuSign

Job description

Manhattan West Enterprise Company in Century City, Los Angeles, seeks a Client Associate to support our Wealth Management team by handling administrative and client service tasks, onboarding new clients, and coordinating with Financial Advisors.

The role offers a potential path to becoming a Financial Advisor and requires strong organization, communication, and teamwork, with proficient use of Microsoft Office and DocuSign.