What are the responsibilities and job description for the Client Service Associate position at RIA Recruiting?
Curated Wealth Partners is seeking a Client Service Associate for our Wealth Management firm in El Segundo, CA. We are a multi-family office and investment advisory firm working with ultra-high-net-worth families. We believe our clients are our partners and we guide them through financial challenges and opportunities. We are seeking a Client Service Associate who can help us provide our clients with exceptional service. You will be the point person in helping to conduct the smooth operation of a fast-paced and friendly wealth management office. The glue that holds it all together! This is not a sales position. Find out more about the firm at curatedwealthpartners.com.
Salary and Benefits
- Salary range will be $95,000 - $105,000 based on experience
- Eligible for participation in the firm’s profit sharing plan
- 401(k) with 4% employer matching
- Company paid health, dental, and vision insurance up to $750/month (plan limited to 90% of dental and vision)
- Unlimited PTO
- Regular staff lunch and learns
- Collegial and collaborative work environment
- Opportunity to grow in the position with commensurate increase in salary
Duties and Responsibilities include:
- Respond to and manage client service requests via phone, email, and CRM
- Move money among a variety of different accounts at the direction of Senior Advisors
- Handle documentation and execution of opening accounts
- Prepare subscription documents for private equity, venture capital, and direct investments
- Enter and maintain client info in our CRM and client records
- Provide administrative support to the firm’s Advisors
- Coordinate with different teams to manage client service requests and communication with clients
- Work through complex issues – many of our clients have alternative investments and complex organizational structures which require research, accuracy, and diligence
Position Requirements:
- 3 years of experience in wealth management/financial services
- Experience with Schwab Advisor Center
- Ability to manage a variety of tasks and calendar items
- Professional administrative writing and verbal communication skills
- Ability to work independently as well as within a team and prioritize tasks appropriately
- Ability to manage your own time – we do not micromanage
- High attention to detail
- Excellent client service and relationship management skills
- Not required but a big plus: experience with any our systems – Salesforce, Fidelity, Addepar, Monday.com
The Process
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form. If you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.
Salary : $95,000 - $105,000