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Wealth Client Relations & Onboarding Associate
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-07-14
Listing for:
Lido Advisors, LLC
Full Time
position Listed on 2026-07-14
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
Lido Advisors, LLC is seeking an Associate, Client Relationship Manager to support Advisory teams with client onboarding, account maintenance, and service delivery in a fast-paced wealth management environment.
The role emphasizes exceptional client service, collaboration with custodians and internal teams, and maintaining detailed records while contributing to reports and client materials. Strong Excel and CRM experience is valued.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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