Client Service Associate

RIA Recruiting • El Segundo, CA

71d • $95,000 - $105,000

About The Position

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.

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

Nice To Haves

• Experience with any our systems – Salesforce, Fidelity, Addepar, Monday.com

Responsibilities

• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1-10 employees