What are the responsibilities and job description for the Client Associate position at Jobot?
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Job details:
Client Associate – Wealth Management for Professional Athletes
This Jobot Job is hosted by: Josh Forth
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $80,000 - $100,000 per year
A bit about us:
A boutique wealth management firm specializing in serving professional athletes and high-net-worth clients is seeking a Client Associate to join its growing team. This role is ideal for someone who is detail-oriented, client-focused, and excited to support a fast-paced advisory practice working with elite professionals.
About the Role
The Client Associate will work closely with advisors to deliver an exceptional client experience. You’ll be a key point of contact for clients, help manage day-to-day account activity, and ensure operations run smoothly behind the scenes.
If you’re ready to level up your career and work with some of the most fascinating clients in the world, read on
Why join us?
Do you want to work with some of the nations best Clients AND enjoy time at home w/ family? We do too!
Meaningful Work!
Competitive Base Salary!
Competitive Bonus and Options Package!
Complete Benefits Package!
Flexible Work Schedules!
Accelerated Career Growth!
Fun Company Activities!
Job Details
2 years of experience in wealth management, financial services, or a related client service role
Strong attention to detail and organizational skills
Excellent communication and interpersonal skills
Comfortable working with high-profile clients and sensitive information
Proficiency with CRM systems and Microsoft Office (Excel, Word, Outlook)
Series 65 or Series 7 & 66 required
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" 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.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
Client Associate – Wealth Management for Professional Athletes
This Jobot Job is hosted by: Josh Forth
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $80,000 - $100,000 per year
A bit about us:
A boutique wealth management firm specializing in serving professional athletes and high-net-worth clients is seeking a Client Associate to join its growing team. This role is ideal for someone who is detail-oriented, client-focused, and excited to support a fast-paced advisory practice working with elite professionals.
About the Role
The Client Associate will work closely with advisors to deliver an exceptional client experience. You’ll be a key point of contact for clients, help manage day-to-day account activity, and ensure operations run smoothly behind the scenes.
If you’re ready to level up your career and work with some of the most fascinating clients in the world, read on
Why join us?
Do you want to work with some of the nations best Clients AND enjoy time at home w/ family? We do too!
Meaningful Work!
Competitive Base Salary!
Competitive Bonus and Options Package!
Complete Benefits Package!
Flexible Work Schedules!
Accelerated Career Growth!
Fun Company Activities!
Job Details
2 years of experience in wealth management, financial services, or a related client service role
Strong attention to detail and organizational skills
Excellent communication and interpersonal skills
Comfortable working with high-profile clients and sensitive information
Proficiency with CRM systems and Microsoft Office (Excel, Word, Outlook)
Series 65 or Series 7 & 66 required
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" 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.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $80,000 - $100,000