Reference Number: HRJ7417
Location: Los Angeles, California

Judson Group has partnered with a boutique wealth management firm located near Los Angeles in the search for a Client Service Associate/Associate Advisor. This candidate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. The ideal candidate is passionate about client service, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy and expertise in all client deliverables. This is an excellent opportunity for an experienced client service, administrative, financial planning, and/or financial operations professional to add value to a fast-growing firm.

Responsibilities:

• Manage client needs in all aspects of service including opening/updating client accounts, money transfers, drafting documentation, and client communications
• Act as a liaison between Advisors, clients, and custodians to process client requests and resolve issues
• Manage the client onboarding process for UHNW clients
• Maintain client data ensuring accuracy, security, and timeliness
• Prepare various reports for client reviews and other miscellaneous meetings including quarterly performance reports
• Develop new ways to continuously provide the best service to the firm’s clients

Requirements:

• Bachelor’s Degree; designations such as CFP, ChFC, FPQP a plus
• 3+ years’ experience with a financial services or RIA firm working with UHNW clients
• Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination
• Knowledge of back-office operations of a financial planning and investment management firm
• Excellent technology skills: Typing proficiency, Word, Excel, PowerPoint a must
• Experience various financial, reporting, and custodial platforms including: Fidelity Wealth Central, Schwab Institutional, SalesForce, Addepar, Black Diamond, Envestnet/Tamarac, Orion, eMoney, and MoneyGuidePro
• Ability to work independently, with little oversight, but with accountability to the client and the organization

Compensation:
Very competitive base salary, bonus, and benefits

Location:
Los Angeles, California

Reference Number: HRJ7417