Private Client Services - Wealth Management, Financial Planning

Los Angeles, CA • Boulder, CO • New Albany, OH • Chicago, IL Hybrid

Full-time $60,000.00 - $75,000.00

Posted 03/18/2025

An established and expanding wealth management firm is seeking an Associate, Private Client Services, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. Our vision is to be recognized as the preeminent wealth advisory firm delivering essential services to our clients.

The Private Client Services Associate enhances the client experience by providing exceptional service through administrative and operational support to one or more Wealth Advisors. Client Services Associates work in a complex, team-oriented, and fast-paced environment to deliver comprehensive investment and wealth strategies to clients. We offer a flexible, hybrid work environment, support personal and professional growth, and embrace a culture of supporting each other, our communities, and our clients.

Duties and Responsibilities:

Manage the onboarding of new client accounts, including collecting required documents and client information through in-person meetings or calls.
Liaise with custodian partners and internal departments.
Assist with the preparation of alternative investment paperwork with a high level of accuracy.
Provide exceptional client service by responding to client requests, inquiries, and transactions such as money movement and transfer requests.
Maintain detailed client records across firm relationship management systems.
Support the team's overall strategy by preparing reports, marketing, and other materials for client meetings.

Requirements:

Bachelor's degree.
Minimum of 1 year of professional experience in a client support service role within an RIA firm or financial services-related industry, or relevant intern experience.
Series 65 or 66 preferred.
Ability to organize, prioritize, manage multiple tasks, and keep the team apprised of open items.
Experience with Excel, Word, Outlook, Salesforce, PowerPoint, with an emphasis on Excel.

Benefits

- Full Benefits (Health, Dental, and Vision)
- 401k Match
- Unlimited PTO
- Paid Holidays

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

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Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 03/18/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.