Client Service Specialist

Overview

At Monograph, we believe a family’s wealth is an expression of effort, industry, history, values, and purpose. This is why we proudly advise individuals and families who have or are creating multigenerational wealth. We serve as a fiduciary to our clients, providing thoughtful guidance, disciplined planning, and a client experience designed to help families make informed decisions with clarity and intention.

The client service team plays a critical role in advancing this mission. Through attentive client support, thoughtful coordination, and a commitment to accuracy and responsiveness, our client service team helps facilitate a seamless experience for our clients and advisors. By cultivating deep client relationships, managing complex financial planning needs, and supporting the day-to-day delivery of wealth management services, the team is foundational to serving clients with consistency, care, and excellence.

Client Service Specialist – Manhattan Beach, CA. Reporting to the Client Service Manager, the Client Service Specialist will interface with and support ultra high net worth client relationships and contribute to the day-to-day execution of client service operations.

This role is responsible for delivering a high level of service across all client interactions, supporting Advisors in implementing client strategies, and ensuring the accuracy, timeliness, and completeness of all client-related activities. The Client Service Specialist plays an integral role in coordinating service delivery, maintaining organized workflows, and contributing to a seamless and consistent client experience. In close partnership with Advisors and internal team members, the role helps translate client needs into thoughtful, well-executed service.

The ideal candidate is highly organized, detail-oriented, and thrives in a collaborative, fast-paced environment. They bring a strong commitment to delivering an elevated, responsive, and high-touch client experience while maintaining operational discipline and attention to detail within a growing firm.

Required

• Financial literacy regarding various types of investment accounts (IRAs, Trusts, 401(k) s, Donor Advised Funds etc.), securities (stocks, bonds, mutual funds, CDs, etc.), and client account administration (RMDs, ACATs, cashiering/wires, journals, account opening, grant request fulfillment, etc.).
• Advanced use of Microsoft Office suite including Excel, Word, Outlook, PowerPoint, advanced typing skills (60+ wpm), and comfort with computer applications and systems.
• 4-year undergraduate degree and at least 3 years of relevant work experience for a financial services firm.

Preferred

• Strong working knowledge of custodial platforms (e.g., Fidelity Wealth Central, Schwab Institutional, Pershing NetX
  360), CRM platforms (e.g., Salesforce, Red Tail), data aggregation & portfolio reporting platforms (e.g., Addepar, Black Diamond, Envestnet/Tamarac, Orion), financial planning platforms (e.g., eMoney, Money Guide Pro ) and eSignature platforms (e.g., Docusign).
• Experience with securities trade processing.
• Interest in advanced education as a financial professional, e.g., CFP® designation.

• New Client Onboarding Process: Receive new client introductions from Advisors and work with new clients to open custodial accounts (primarily Fidelity, Schwab, & Pershing, but Monograph works with many other custodians for accounts such as 529 plans and specialized trust companies), transfer accounts, prep advisory agreements, facilitate billing information, shepherd and reconcile transfers of any accounts, initiate any specific requests and/or mandatory items such as RMDs, automatic income distributions, etc.,
  
  set up permanent folder systems, and enter client data in CRM along with scheduled follow-up items, and generally maintain client onboarding checklists.
• Current Client Administrative and Cashiering Services: Field calls/email requests from clients for wires, deposits (confirming Advisors are notified), develop strong rapport with key clients and family office administrators (for those clients that have family offices not run by our firm) to understand…