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Job Requirements of Client Associate, Wealth Management:
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Employment Type:
Full-Time
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Education:
4 Year Degree
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Location:
Los Angeles, CA (Onsite)
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Client Associate, Wealth Management
The Client Associate supporting an experienced Wealth Advisor team within Private Wealth. This position is dedicated to delivering exceptional client service while managing and growing relationships with high-net-worth clients.
Client Details
A highly reputable investment management firm.
Description
- Manage daily operations and promptly address client service requests.
- Act as a central point of contact between Wealth Advisors, Portfolio Managers, Operations, and clients.
- Initiate the account opening process and assist clients with completing required documentation.
- Oversee account management tasks such as fund transfers, address updates, charitable contributions, billing, and client-directed trades.
- Communicate regularly with clients regarding account updates, documents, performance, and inquiries.
- Update and maintain client information and business pipelines in the Salesforce database.
- Perform administrative tasks, including phone support, drafting correspondence, filing, and handling travel and expense reports.
- Assist with marketing initiatives by coordinating mailings, tracking event participation, and creating presentations.
Profile
- Bachelor's Degree Required
- SIE and Series 7 Required
- 2-4 years of Client Service experience or similar within the Financial Services Industry
- Strong Proficiency in Microsoft Office - Word, Excel, Outlook, PowerPoint
- Great communication and interpersonal skills
Job Offer
- Opportunity for long term employment
- Experience working with a well-known Financial Services firm
- Competitive Compensation
- Hybrid Working Model
- Health Benefits - Medical, Dental, Vision
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.