Jobot
A bit about us:
Established as a distinguished independent financial advisory firm, our company provides strategic wealth management and advisory services to ultra- and high-net-worth individuals, families, institutions, and corporations. With offices across multiple U.S. markets and a presence internationally, we manage substantial client assets and focus on delivering personalized, high-quality service.
Why join us?
Be part of a respected and rapidly growing independent financial advisory firm with a rich heritage and forward-looking vision. Work closely with a talented Private Advisor team dedicated to delivering personalized service to high-net-worth clients. Gain hands-on experience in a dynamic environment that values professional growth and development. Enjoy a collaborative culture that encourages innovation, integrity, and excellence. Benefit from a competitive compensation package, comprehensive benefits, and opportunities for career advancement.
Job Details
Our Private Advisor team within the Family Office division is seeking a dedicated and detail-oriented Client Services Associate to support its growing operations. This role serves as a critical liaison between the advisors and their high-net-worth clients, ensuring smooth account management and exceptional client service. The ideal candidate is organized, proactive, and eager to develop professionally in a dynamic environment.
Key Responsibilities Facilitate account openings and maintenance activities Manage asset transfers and money movement processes Assist clients with completing investment subscription documentation Oversee cash management tasks including Required Minimum Distributions (RMDs) Support client access to online platforms and respond to inquiries regarding account activity and statements Manage administrative duties related to client life events and other operational needs Deliver superior client service and support day-to-day account administration Handle operational elements including reporting on holdings and investment performance, posting cash activity, and executing trade instructions Prepare and submit expense reports using corporate systems Process client cashiering requests such as wire transfers, check processing, and journal entries Support marketing initiatives by assisting with client events and seminars Provide administrative and office support to the advisory team Draft client correspondence, obtain approvals, and manage timely communication Review and reconcile daily account activities and ensure accuracy with custodial systems Coordinate client insurance and annuity processes Assist with preparation of client meeting materials, including presentations and reports Attend client meetings as needed and present performance updates Maintain proper filing and documentation for client accounts Participate in compliance training and continuing education as required Perform additional tasks as assigned
Qualifications 3 to 5 years of client service experience within financial services or a related field preferred Securities licenses such as Series 7 and 66 strongly preferred or willingness to obtain Bachelor's degree (BA/BS)
Skills and Competencies Excellent client-facing, interpersonal, and organizational skills Strong attention to detail with the ability to prioritize and manage multiple tasks in a fast-paced environment Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint Familiarity with financial planning software (e.g., eMoney) is a plus Ability to work effectively under pressure and handle frequent interruptions
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Established as a distinguished independent financial advisory firm, our company provides strategic wealth management and advisory services to ultra- and high-net-worth individuals, families, institutions, and corporations. With offices across multiple U.S. markets and a presence internationally, we manage substantial client assets and focus on delivering personalized, high-quality service.
Why join us?
Be part of a respected and rapidly growing independent financial advisory firm with a rich heritage and forward-looking vision. Work closely with a talented Private Advisor team dedicated to delivering personalized service to high-net-worth clients. Gain hands-on experience in a dynamic environment that values professional growth and development. Enjoy a collaborative culture that encourages innovation, integrity, and excellence. Benefit from a competitive compensation package, comprehensive benefits, and opportunities for career advancement.
Job Details
Our Private Advisor team within the Family Office division is seeking a dedicated and detail-oriented Client Services Associate to support its growing operations. This role serves as a critical liaison between the advisors and their high-net-worth clients, ensuring smooth account management and exceptional client service. The ideal candidate is organized, proactive, and eager to develop professionally in a dynamic environment.
Key Responsibilities Facilitate account openings and maintenance activities Manage asset transfers and money movement processes Assist clients with completing investment subscription documentation Oversee cash management tasks including Required Minimum Distributions (RMDs) Support client access to online platforms and respond to inquiries regarding account activity and statements Manage administrative duties related to client life events and other operational needs Deliver superior client service and support day-to-day account administration Handle operational elements including reporting on holdings and investment performance, posting cash activity, and executing trade instructions Prepare and submit expense reports using corporate systems Process client cashiering requests such as wire transfers, check processing, and journal entries Support marketing initiatives by assisting with client events and seminars Provide administrative and office support to the advisory team Draft client correspondence, obtain approvals, and manage timely communication Review and reconcile daily account activities and ensure accuracy with custodial systems Coordinate client insurance and annuity processes Assist with preparation of client meeting materials, including presentations and reports Attend client meetings as needed and present performance updates Maintain proper filing and documentation for client accounts Participate in compliance training and continuing education as required Perform additional tasks as assigned
Qualifications 3 to 5 years of client service experience within financial services or a related field preferred Securities licenses such as Series 7 and 66 strongly preferred or willingness to obtain Bachelor's degree (BA/BS)
Skills and Competencies Excellent client-facing, interpersonal, and organizational skills Strong attention to detail with the ability to prioritize and manage multiple tasks in a fast-paced environment Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint Familiarity with financial planning software (e.g., eMoney) is a plus Ability to work effectively under pressure and handle frequent interruptions
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy