Associate, Private Client Services
About The Position
Lido Advisors, LLC, an established and expanding wealth management firm is looking for an Associate, Private Client Services, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. Lido’s vision is to be recognized as the pre-imminent wealth advisory firm delivering an essential service to our clients. The Private Client Services Associate enhances the client experience by providing exceptional client service through administrative and operational support to one or more Wealth Advisors. Client Services Associates work in a complex, team-oriented and fast paced environment to deliver comprehensive investment and wealth strategies to clients. Lido Advisors offers a flexible work environment, supports personal and professional growth and embraces a culture of supporting each other, our communities, our clients and Lido.
Requirements
- Bachelor’s degree.
- Minimum of 1 year of professional experience in a client support service role coming from an RIA firm or financial services related industry or relevant intern experience.
- Series 65 or 66 preferred.
- Strong attention to detail.
- Exceptional interpersonal and client service skills.
- Superior verbal and written communication skills.
- Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items.
- Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.
- Ability to adapt to a rapidly changing and fast paced business environment.
- Proven ability to operate effectively and work under pressure with tight deadlines.
- Team player and a desire to collaborate with others.
Nice To Haves
- Series 65 or 66 preferred.
Responsibilities
- Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients.
- Liaise with custodian partners and internal departments.
- Assist with the preparation of alternative investment paperwork with high level of accuracy.
- Provide exceptional client service by responding to client requests, inquiries, and transactions such as money movement and transfer requests.
- Maintain detailed client records across firm relationship management systems.
- Support the team’s overall strategy by preparing reports, marketing and other materials for client meetings.
- Adhere to firm’s control policies and procedures.
- Regularly seek opportunities to engage with peers to collaborate on best practices.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
101-250 employees
