Advisory Associate

MAI WEALTH MANAGEMENT, INC.•Los Angeles, CA

7h•$65,000 - $80,000•Onsite

About The Position

Evoke Advisors, a division of MAI Capital, is seeking an Advisory Associate to join our team of Forbes- and Barron’s-recognized Advisors. Advisory Associates are integral members of the client advisory team, delivering exceptional service and operational excellence to clients. You will work closely with Advisors to manage client accounts and facilitate investment transactions. Advisory Associates work under the direction of Advisors and senior members of the service team, following established processes and receiving guidance as they build depth across our platforms, custodians, and client base. This role offers exposure to a wide range of asset classes and the opportunity to contribute to a dynamic, growth-oriented firm. This position is based in the Century City office and requires five days per week in office.

Requirements

Bachelor’s degree and/or equivalent experience
Minimum of two (2) years of client service experience in the financial industry, such as brokerage, another RIA, or a comparable environment
Solid working proficiency with the Microsoft Office suite, including Excel, Outlook, Word (Mail Merge), Adobe, and PowerPoint

Nice To Haves

Experience with custodial platforms and CRM systems preferred
Fidelity and Schwab experience is a plus
Exceptional organization and follow-through in a deadline-driven environment
High attention to detail and a high standard of accuracy
Strong written and verbal communication with clients and external partners
Time management and prioritization skills in a fast-paced environment
Focused work ethic and the ability to learn quickly and think on your feet
Maintains strict confidentiality and discretion when handling sensitive client information

Responsibilities

Owns the onboarding and ongoing maintenance of client accounts, including documentation, money movements, wire transfers, and private investment subscriptions; masters and follows the processes as documented
Executes and reconciles trades, resolving breaks promptly and accurately
Monitors daily custodial alerts and escalates anything that could affect a client
Prepares and processes custodian paperwork, tracks it to completion, and keeps clients and advisors updated on status
Coordinates tax documents with clients and intermediaries
Interfaces with private fund companies to facilitate client needs and fund company requests for information
Maintains accurate client records by documenting service requests and transactions in the CRM
Collaborates with internal teams, custodians, and client intermediaries (accountants, business managers, attorneys) to ensure a high level of service
Serves as a direct, responsive point of contact for assigned clients