What are the responsibilities and job description for the Client Services Associate position at Jobot?
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!
Job details
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 "Easy Apply" button and 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.
🔹 What You Bring
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 "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 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 "Easy Apply" button and 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.
🔹 What You Bring
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 "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