What are the responsibilities and job description for the Client Associate position at Jobot?
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Job details
Join a high-performing, boutique Los Angeles wealth management team as a Client Associate. Play a key role supporting advisors, managing accounts, and delivering exceptional service to high-net-worth clients while growing your career.
This Jobot Job is hosted by Ray Madden
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
We are a boutique, Los Angeles-based wealth management firm serving high-net-worth individuals, families, and business owners. Our experienced team provides customized financial solutions with a focus on integrity, collaboration, and excellence, building lasting client relationships while delivering top-tier service.
Why join us?
Work with a high-performing, client-focused team managing multi-billion-dollar client portfolios.
Gain exposure to complex financial planning, account management, and wealth strategies for HNW clients.
Opportunity to grow professionally in a supportive, collaborative environment with mentorship from seasoned advisors.
Competitive salary plus performance-based bonus, full benefits, and 401(k) contribution.
Hybrid work options after training and ongoing development opportunities.
Job Details
Key Responsibilities
Serve as a trusted client contact, responding to inquiries with professionalism and accuracy.
Manage the full account lifecycle, including onboarding, funding, updates, and trade coordination.
Lead new client onboarding gather documentation, prepare paperwork, and coordinate systems.
Monitor accounts for actionable items (e.g., RMDs, account updates, restrictions).
Prepare deliverables such as performance reports, presentations, and financial plan materials.
Maintain high data integrity across platforms and systems.
Provide additional administrative support as needed.
Qualifications
Experience & Licenses
2 years in client-facing wealth management or financial services.
Familiarity with Fidelity and/or Charles Schwab platforms, and financial planning software like eMoney or Envestnet.
Experience with insurance, annuities, or 529 plans a plus.
Series 65 is a plus but not required.
Skills & Traits
Highly organized with exceptional attention to detail.
Strong verbal and written communication skills.
Analytical, problem-solving mindset with ability to manage multiple priorities.
Comfortable in client-facing and collaborative internal roles.
Self-starter who thrives in a high-expectation, low-ego environment.
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!
Job details
Join a high-performing, boutique Los Angeles wealth management team as a Client Associate. Play a key role supporting advisors, managing accounts, and delivering exceptional service to high-net-worth clients while growing your career.
This Jobot Job is hosted by Ray Madden
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
We are a boutique, Los Angeles-based wealth management firm serving high-net-worth individuals, families, and business owners. Our experienced team provides customized financial solutions with a focus on integrity, collaboration, and excellence, building lasting client relationships while delivering top-tier service.
Why join us?
Work with a high-performing, client-focused team managing multi-billion-dollar client portfolios.
Gain exposure to complex financial planning, account management, and wealth strategies for HNW clients.
Opportunity to grow professionally in a supportive, collaborative environment with mentorship from seasoned advisors.
Competitive salary plus performance-based bonus, full benefits, and 401(k) contribution.
Hybrid work options after training and ongoing development opportunities.
Job Details
Key Responsibilities
Serve as a trusted client contact, responding to inquiries with professionalism and accuracy.
Manage the full account lifecycle, including onboarding, funding, updates, and trade coordination.
Lead new client onboarding gather documentation, prepare paperwork, and coordinate systems.
Monitor accounts for actionable items (e.g., RMDs, account updates, restrictions).
Prepare deliverables such as performance reports, presentations, and financial plan materials.
Maintain high data integrity across platforms and systems.
Provide additional administrative support as needed.
Qualifications
Experience & Licenses
2 years in client-facing wealth management or financial services.
Familiarity with Fidelity and/or Charles Schwab platforms, and financial planning software like eMoney or Envestnet.
Experience with insurance, annuities, or 529 plans a plus.
Series 65 is a plus but not required.
Skills & Traits
Highly organized with exceptional attention to detail.
Strong verbal and written communication skills.
Analytical, problem-solving mindset with ability to manage multiple priorities.
Comfortable in client-facing and collaborative internal roles.
Self-starter who thrives in a high-expectation, low-ego environment.
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