Client Services Associate

Job Description

Job Description

Join a top-performing wealth management team serving sophisticated clients in LA. You’ll support leading advisors within a premier firm, handling client service, reporting, and operations for high-net-worth clients — Fast-paced, collaborative environment!

This Jobot Job is hosted by : Ray Madden

Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.

Salary : $80,000 - $100,000 per year

A bit about us :

Our team is part of one of the world’s leading financial institutions, known for its depth of expertise and commitment to personalized wealth management. Based in West LA, we advise high-net-worth individuals, families, and foundations on investment strategy, planning, and multi-generational wealth preservation. The environment is fast-paced, collaborative, and client-obsessed — blending the professionalism of private banking with the agility of a boutique practice.

Why join us?

Join one of the most respected advisory teams in the industry, serving prominent clients and multi-generational families.

Work within a global financial institution recognized for its stability, sophistication, and high-touch service model.

Collaborate with senior advisors known for their disciplined approach, deep expertise, and longstanding client relationships.

Gain access to elite resources, proprietary investment platforms, and exposure to complex, institution-grade portfolios.

Be part of a culture that values professionalism, discretion, and excellence in every client interaction.

Job Details

• ???? The Role

Title : Client Service Associate

Location : Century City, Los Angeles

Compensation : Base Salary (depending on experience) + discretionary bonus + full benefits

Key Responsibilities :

Support senior advisors in all aspects of client relationship management — from onboarding to day-to-day account servicing.

Act as a key client liaison, ensuring exceptional service, accuracy, and timely follow-up.

Prepare performance reports, proposals, and presentation materials for client meetings.

Manage account openings, transfers (ACATs), and documentation with precision.

Execute trades, process money movements, and ensure compliance with firm policies and industry regulations.

Maintain CRM systems, records, and client communications.

Assist in business development initiatives and marketing campaigns.

Coordinate meetings and handle scheduling, correspondence, and administrative projects for the team.

Provide research and support for investment due diligence, fund analysis, and performance tracking.

Bachelor’s degree in Business, Finance, or related field.

3+ years of experience in wealth management, brokerage, or financial advisory support.

Strong administrative and client service skills; mastery of Microsoft Office (especially Excel and PowerPoint).

Active Series 7 and 66 (or 63 / 65) preferred.

Polished communication style — written, verbal, and client-facing.

High attention to detail, organization, and follow-through.

Comfort working in a high-touch, professional environment supporting senior advisors.

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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com.

Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.