Client Services Associate

Company: Jobot
Location: Los Angeles
Posted on: July 7, 2025

Job Description:

Become a Key Player as a Client Services Associate—Deliver Outstanding Support to High-Net-Worth Clients and Grow Your Career with a Leading Private Wealth Advisory Team. 3-5 Years Experience & Series 7/66 Preferred. Strong Communication Skills Required. This Jobot Job is hosted by: Ray Madden Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $80,000 - $100,000 per year A bit about us: Established as a distinguished independent financial advisory firm, our company provides strategic wealth management and advisory services to ultra- and high-net-worth individuals, families, institutions, and corporations. With offices across multiple U.S. markets and a presence internationally, we manage substantial client assets and focus on delivering personalized, high-quality service. Why join us? Be part of a respected and rapidly growing independent financial advisory firm with a rich heritage and forward-looking vision. Work closely with a talented Private Advisor team dedicated to delivering personalized service to high-net-worth clients. Gain hands-on experience in a dynamic environment that values professional growth and development. Enjoy a collaborative culture that encourages innovation, integrity, and excellence. Benefit from a competitive compensation package, comprehensive benefits, and opportunities for career advancement. Job Details Our Private Advisor team within the Family Office division is seeking a dedicated and detail-oriented Client Services Associate to support its growing operations. This role serves as a critical liaison between the advisors and their high-net-worth clients, ensuring smooth account management and exceptional client service. The ideal candidate is organized, proactive, and eager to develop professionally in a dynamic environment. Key Responsibilities Facilitate account openings and maintenance activities Manage asset transfers and money movement processes Assist clients with completing investment subscription documentation Oversee cash management tasks including Required Minimum Distributions (RMDs) Support client access to online platforms and respond to inquiries regarding account activity and statements Manage administrative duties related to client life events and other operational needs Deliver superior client service and support day-to-day account administration Handle operational elements including reporting on holdings and investment performance, posting cash activity, and executing trade instructions Prepare and submit expense reports using corporate systems Process client cashiering requests such as wire transfers, check processing, and journal entries Support marketing initiatives by assisting with client events and seminars Provide administrative and office support to the advisory team Draft client correspondence, obtain approvals, and manage timely communication Review and reconcile daily account activities and ensure accuracy with custodial systems Coordinate client insurance and annuity processes Assist with preparation of client meeting materials, including presentations and reports Attend client meetings as needed and present performance updates Maintain proper filing and documentation for client accounts Participate in compliance training and continuing education as required Perform additional tasks as assigned Qualifications 3 to 5 years of client service experience within financial services or a related field preferred Securities licenses such as Series 7 and 66 strongly preferred or willingness to obtain Bachelor’s degree (BA/BS) Skills and Competencies Excellent client-facing, interpersonal, and organizational skills Strong attention to detail with the ability to prioritize and manage multiple tasks in a fast-paced environment Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint Familiarity with financial planning software (e.g., eMoney) is a plus Ability to work effectively under pressure and handle frequent interruptions Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Keywords: Jobot, Monterey Park , Client Services Associate, Accounting, Auditing , Los Angeles, California