Client Services Associate

Client Service Associate

Boutique Wealth Management Firm

Palos Verdes, CA

Overview

Boutique Independent Wealth Management firm serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

Serve as a primary point of contact for client onboarding and private wealth client services and administration

Provide an excellent client experience for high net worth clients, maintaining client relationships

Participate in the growth of a dynamic, independent RIA by attending to client inquiries and requests and administrative tasks

Strong culture of teamwork, integrity, work-life balance and personal and professional development

Competitive compensation package including benefits and bonuses

Requirements

Bachelor’s Degree

Series 65 or 66, and preferably 7

2-10+ years experience in Client Service within Financial Services

Familiarity with systems like Wealthbox, Black Diamond, HolistiaPlan, and MoneyGuidePro – is a plus

Track record of professionalism, adaptability, attention to detail, and time management