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Location

Santa Monica, CA | United States

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Job description

Job Title: Client Services Associate - Senior Associate 
Location: In office Flexible 
Salary: $85k-100k + Annual Bonuses + Full Benefits 
Requirements: Bachelor's degree and a minimum of 2 years relevant experience in the financial services industry with an interest in Wealth Management 

We are a top institutional investment advisory firm with over $33.8 billion in total assets, including approximately $6 billion in discretionary assets. Our Wealth Management team provides wealthy families and individuals with access to both an institutional-quality investment process and robust wealth advisory services. These include goals-based financial planning, trust services through Angeles Wealth Private Trust, and philanthropic consulting.

What You Will Be Doing

Client Services Associate for our office in Los Angeles, CA & Seattle, WA. The job applicant should be comfortable administering deliverables to clients related to central-office tasks such as client onboarding and maintenance. The job applicant should be comfortable interfacing with extremely sophisticated clients as well as our team of professionals in all offices.

What You Need for this Position

- Client services associate
- Charles Schwab
- Wealth Management
- Salesforce
- Financial Services Industry
-Bachelor's degree and a minimum of 2 years relevant experience in the financial services industry with an interest in Wealth Management
-Highly detail-oriented environment and a track record of accomplishing tasks with precision
-Excellent verbal, written, and organizational skills are required, as well as Proficiency with Word, PowerPoint, and Excel
-Familiarity with Charles Schwab advisor services is preferred.

Benefits

$85K-$100k (DOE)
up to 15% bonus
Flexible work hours 
Health Benefits
401k Match up to 3%

So, if you are a Client Services Associate with experience please send me your updated resume to [email protected] or my direct line 424.320.3346

Applicants must be authorized to work in the U.S.

Preferred Skills

Client services associate

Charles Schwab

Wealth Management

SalesForce

Financial Services Industry

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Job tags

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Salary

$85k - $100k