Levelociti
Lead Client Services Associate
Levelociti - Los Angeles, California, United States, 90079
Work at Levelociti
Overview
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Overview
Job Description
We are a top Registered Investment Advisory firm based in Los Angeles, founded over 25 years ago, with 200+ employees and growing. We work exclusively with high-net-worth and ultra-high-net-worth individuals, families, and businesses, managing over $20 billion in assets under management (AUM).
Our firm has been recognized in Forbes, Barron's, and the Financial Times, among other accolades. We prioritize our employees by providing all necessary tools for success and clearly outlining career advancement paths, including management and partnership opportunities. We promote a work environment with no micromanagement, offering flexibility and autonomy to complete tasks effectively.
Due to continuous growth, we are looking to add a
Lead Client Service Associate
to our team! What You Need for This Role : At least 4-5 years of experience in the Client Service space, working under Financial Advisors with HNW clientele At least 1-2+ years in a Lead / Manager role managing CSAs Preferred: Series 65 or 66 What We Are Offering : Competitive Salaries: $85k - $115k Medical Coverage - % Covered by Employer Unlimited PTO Annual Discretionary Bonuses
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Lead Client Service Associate
to our team! What You Need for This Role : At least 4-5 years of experience in the Client Service space, working under Financial Advisors with HNW clientele At least 1-2+ years in a Lead / Manager role managing CSAs Preferred: Series 65 or 66 What We Are Offering : Competitive Salaries: $85k - $115k Medical Coverage - % Covered by Employer Unlimited PTO Annual Discretionary Bonuses
#J-18808-Ljbffr