Lead Client Services Associate

Job Description

We are a top Registered Investment Advisory firm based in Los Angeles founded over 25 years ago with 200+ employees and growing. We work exclusively with high-net-worth and ultra-high-net-worth individuals, families, and businesses and have over $20 billion in assets under management (AUM).

We have been recognized in Forbes, Barron's, and the Financial Times, among other accolades. We strive to put our employees first, providing all the necessary tools in order to be successful in this role. We also lay out the path toward getting to the next level (including Management and Partner paths). There is no micromanagement - we allow the flexibility and autonomy for our employees to be able to get tasks done.

Due to continuous growth, we are looking to add a Lead Client Service Associate to come join our team!

What You Need for This Role:

At least 4-5 years in the Client Service space (working under Financial Advisors w/ HNW Clientele)

At least 1-2+ years as a Lead/Manager (managing CSAs)

Preferred: Series 65 or 66

What We Are Offering:

Competitive Salaries: $85k -$115k

Medical Coverage - % Covered by Employer

Unlimited PTO

Annual Discretionary Bonuses

Full-time