Client Service Associate
3 weeks ago
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. Pay Range : $95,000 – $105,000 per year, based on experience. Salary and Benefits 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 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 of 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. #J-18808-Ljbffr
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Client Service Associate
3 weeks ago
El Segundo, United States RIA Recruiting Full timeClient Service Associate 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...
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Client Service Associate
2 weeks ago
El Segundo, United States Curated Wealth Partners Full timeCurated 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.Pay Range: $95,000 $105,000 per year,...
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Client Service Associate
6 days ago
El Segundo, United States Curated Wealth Partners Full timeCurated 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. Pay Range: $95,000 $105,000 per year,...
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El Segundo, United States Royal Bank of Canada Full timeJoin RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Managements core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a playe Service Manager, Client Associate, Registered, Manager, Associate, Service, Retail, Banking
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Senior Associate, Client Development
1 hour ago
El Segundo, United States HighPoint Associates Full timeAbout HighPoint Associates HighPoint Associates (HPA) is a management consulting firm founded over 20 years ago. HPA advises on strategy and operations challenges for clients ranging from the mid‑market to Fortune 1000, as well as private equity‑backed businesses across industries. HPA was founded with a vision for a different kind of management...
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Wealth Management Client Services Pro
3 weeks ago
El Segundo, United States Curated Wealth Partners Full timeA wealth management firm in El Segundo, CA is seeking a Client Service Associate to handle client service requests and provide administrative support to advisors. Responsibilities include managing documentation, client information, and complex financial issues. Ideal candidates will have 3+ years in the financial services sector with skills in client...
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El Segundo, United States RBC Full timeBranch Service ManagerJoin RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a player-coach role, acting as the primary liaison between the Complex management team and the...
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Client Service Manager I
3 weeks ago
El Segundo, United States First Foundation Inc. Full time5 days ago Be among the first 25 applicants Summary This position is responsible for all daily client service/sales efforts within the branch. Serve as the “lobby leader” overseeing and consistently delivering superior client service. As the branch’s primary risk management leader, the CSM maintains the integrity of all branch operations. Performs...
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El Segundo, CA, United States RBC Capital Markets, LLC Full timeWhat is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a playercoach role, acting as the primary liaison between the Complex management team and...
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El Segundo, CA, United States RBC Capital Markets, LLC Full timeWhat is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an integral part of our branch serving financial advisors, clients and the team. The Branch Service Manager (BSM) is a playercoach role, acting as the primary liaison between the Complex management team and...
