Wealth Management: Client Relationship Associate

Lido Advisors; San Diego (CA); On-site; USD 65,000 - 75,000; Full time

Job summary

Lido Advisors, LLC is seeking an Associate, Client Relationship Manager to support Advisory teams in wealth management, delivering exceptional client service.

This role emphasizes onboarding, coordination with custodians, and preparing investment materials, with a focus on accuracy and client satisfaction.

Bachelor’s degree and Series 65/66 are required or to be earned; 1 year in client support in financial services is preferred; strong communication and Excel skills are essential.

Qualifications

• Bachelor's degree required.
• 1 year of client support or related experience (RIA/financial services).
• Series 65 or 66 required or to be attained within timeframe.

Responsibilities

• Manage onboarding of new client accounts with required documents and information.

Skills

Client service

Interpersonal communication

Attention to detail

Organizational skills

Team collaboration

Verbal/written communication

Education

Bachelor’s degree

Tools

Excel

Word

Outlook

Salesforce

PowerPoint

Job description

Lido Advisors, LLC is seeking an Associate, Client Relationship Manager to support Advisory teams in wealth management, delivering exceptional client service.

This role emphasizes onboarding, coordination with custodians, and preparing investment materials, with a focus on accuracy and client satisfaction.

Bachelor’s degree and Series 65/66 are required or to be earned; 1 year in client support in financial services is preferred; strong communication and Excel skills are essential.