Client Service Associate

2 days ago


Los Angeles, United States International Search Consultants Full time

Our client is a rapidly growing RIA in Los Angeles specializing in tailored investment solutions for high-net-worth families, institutions, and foundations, as well as managing fixed-income mutual funds and separately managed accounts. They seek an innovative, driven professional, passionate about delivering exceptional client experiences to join as a Client Service Associate. Highlights of the role are below. Apply today for considerationClient Service AssociateLos Angeles, CASupport Relationship and Portfolio Managers in delivering high-quality service to high-net-worth clients, families, and institutions.ResponsibilitiesCollaborate with PMs and RMs on client advisory and strategic discussions.Build client relationships through advisory interactions and event participation.Handle client inquiries, prepare presentations, and perform financial modeling.Manage custodian paperwork, contracts, and cash/security transfers.Coordinate with specialists (tax, legal, lending) and maintain CRM records.Assist in business development and operational improvement projects.QualificationsRequired: Bachelor's degree, 1-3 years of wealth management experience, strong communication skills, integrity, empathy, entrepreneurial mindset, Microsoft Office proficiency.Preferred: Series 7 & 66 or CFP (or willingness to obtain), familiarity with Addepar, Salesforce, Schwab, or Fidelity.



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