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Location

Seattle, WA | United States

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Job description

Job Title: Client Service Associate 
Location: Los Angeles, CA
Hours: Full-Time
Work Model: In Office 4-5 Days a week 
Base Salary Range: $65,000 to $80,000/year (Based on Experience)

About the company:

We are a nationally recognized wealth management firm founded 26 years ago and head quartered in Los Angeles, CA with offices across the United States. We provide a high level of investment and wealth management support to a large and affluent group of clients around the country. We have been recognized by Barron's, Forbes, & Financial Times and have $17 Billion In AUM. 

Due to our growth, we are now adding an experienced Client Service Associate who can join our team and be a leader in our office. There are a lot of opportunities for growth and we are offering full benefits, work-life balance, & competitive comp structures. Including competitive salary ranges, bonuses, and generous PTO.

What You Need for this Position

Required: 

• 2+ Yrs Of Client Service Exp.
• Bachelor's Degree

Preferred: 

• Series 7
• Series 66
• eMoney Software Exp.

Benefits

What's In It for You

- Competitive Salary ($85-$100K)
- Full Benefits (Medical, Dental, Vision) 
- Annual Bonus
- Generous PTO 
- 401K Match 3%

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

Preferred Skills

Series 6

Series 7

Series 66

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Job tags

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Salary

$65k - $80k