Senior Client Service Associate - L

Senior Client Service Associate

Compensation: $100,000-$120,000, plus a 10% bonus
Location: Los Angeles, CA (occasional travel to other offices)
Schedule: Full‑time, on‑site

Company

Our client is an independent, nationally ranked investment advisory firm with offices in Los Angeles, San Francisco, Seattle, New York, Chicago, Maryland, and more. They specialize in providing sophisticated financial planning and investment advice to high-net-worth families and love what they do. The firm has received numerous awards and are featured in Forbes, Barron’s, Advisor Hub, and other top media outlets.

They have also been named Best Place to Work by Investment News multiple years in a row. As the firm rapidly expands, they have some amazing career opportunities for self‑motivated, team‑oriented professionals.

They are seeking a full‑time Senior Client Associate to join our Client Service team in their Los Angeles, CA office. This is an entry‑level to mid‑level position that is instrumental in supporting advisory teams and an excellent opportunity for development within the financial services industry while providing upward mobility for multiple career paths. Successful candidates for this position will have strong client service and interpersonal skills and be able to thrive in a team environment and competing deadlines.

• Provide operational and administrative support to Client Advisors in their daily business practices
• Act as a key point of contact for client issues and concerns
• Build client relationships while delivering white‑glove customer service
• Organize, track and lead team projects, seeing them through to a successful completion
• Work cross‑functionally with investment, accounting and operational departments to ensure clients’ needs are being met
• Manage individual client web portals and educate clients on the relevant capabilities and services
• Coordinate with client’s outside advisors, including CPAs and Estate Planning Attorneys, to provide holistic service
• Own account maintenance for new and existing clients, including collecting client‑specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements

• Demonstrated outstanding client service and interpersonal skills
• Exceptional listening, written and verbal communication skills
• Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities

• Bachelor’s degree, business‑related preferred
• 4+ years of client service or administrative experience in the financial services industry
• Series 65 preferred
• Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus
• Experience with Schwab and Fidelity a plus
• Salary range is $100,000 - $120,000 depending on experience.

• Competitive compensation structure
• 401(k) Plan with Employer matching (6%)
• Employer health savings account
• Medical & vision insurance
• Continuing education support
• Passionate about their people and invest a ton of time, energy and resources.

This role is a hybrid role with approx. 3 days in‑office and full‑time position in their Los Angeles, CA office.

This firm does not provide immigration‑related sponsorship (e.g., H‑1B, TN, STEM OPT, etc.) for this role.