Client Service Associate

The Client Service Associate is a vital client-facing role responsible for supporting, managing, and maintaining relationships with clients, ensuring their satisfaction, and resolving any issues or concerns that may arise. This requires a service-first attitude, excellent communication and critical thinking skills, and the ability to handle complex situations with professionalism and tact. The Client Service Associate must demonstrate a passionate commitment to work as a team to serve clients and possess strong interpersonal and verbal communication skills to adequately communicate with colleagues, high-net-worth clients, and their business partners.

This is currently a hybrid role. The selected colleague will work at our Los Angeles office four days per week with the remainder worked remotely. Our hybrid model is being evaluated by management and subject to change.

Our commitment to providing employees with the best opportunities for growth and development, paired with your drive for career achievement, will provide you with the necessary experience and knowledge you will need to be successful in this role.

COMPENSATION

$60,000 - $75,000 annually, discretionary annual bonus

RESPONSIBILITIES

• Execution of complex client service tasks including new client onboarding and new account openings.
• Identify and resolve issues and concerns raised by clients, working closely with other team members to find solutions.
• Process all cashiering functions by managing all aspects of money movement (gifting, journals, wires, ACAT/DTC transfers, RMDs, tax payments, etc.).
• Research and resolve Not In Good Order alerts from Custodian.
• Maintain CRM database to ensure data is correct and consistent.
• Recommend ways in which to improve and streamline workflow which will generate higher level of customer satisfaction.
• Provide integral support for the Client Service Team and Wealth Managers.
• Support other sections within the organization and perform special projects as needed.

SKILLS/EXPERIENCE

• Time management and prioritization, able to balance competing priorities.
• Operational excellence, achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into day-to-day activities.
• An appetite for continuous improvement.
• Problem solving by anticipating obstacles, developing plans to overcome them, and finding ways to improve.
• A certain degree of creativity and latitude is required.

QUALIFICATIONS

• Bachelor’s degree preferred
• 3-4 years of experience in a customer service or account management role
• 2 years of experience in financial services industry
• 1 years of experience in Wealth Management or RIA preferred
• Excellent verbal and written communication skills
• Strong problem-solving and conflict resolution abilities

10900 WILSHIRE BLVD. , 5T H FLOOR, LOS ANGELES, CA 90024 | LOURDMURRAY.COM

• Ability to work independently and as part of a team
• Proficient in Microsoft Office and other industry technologies such as CRM, task management, and performance reporting.
• Exceptional attention to detail and thoroughness
• Strong organizational skills sufficient to complete work according to established SLAs, while accommodating assigned priorities

ABOUT LOURDMURRAY

Founded in 2006, LourdMurray is a boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, artists, entertainers, athletes and other extraordinary individuals and their families. Our deep experience working with such accomplished people gives us an intimate understanding of the unusual financial challenges they face. We provide simplicity for their lives by helping them make more informed, confident, financial decisions so they can continue to focus on what they do best.

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

Compensation package:

• Bonus opportunities

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Associate (Preferred)

Experience:

• Customer service or account management: 3 years (Preferred)

Work Location: Hybrid remote in Los Angeles, CA 90024