About this opportunity
Curated Wealth Partners lists this Client Service Associate opportunity in el segundo, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Curated Wealth Partners is seeking a Client Service Associate for our Wealth Management firm in El Segundo, CA. We are a multi-family office and investment advisory firm working with ultra-high-net-worth families. We believe our clients are our partners and we guide them through financial challenges and opportunities.
Pay Range : $95,000 – $105,000 per year, based on experience.
Salary and Benefits
Eligible for participation in the firm’s profit sharing plan
401(k) with 4% employer matching
Company paid health, dental, and vision insurance up to $750/month (plan limited to 90% of dental and vision)
Unlimited PTO
Regular staff lunch and learns
Collegial and collaborative work environment
Opportunity to grow in the position with commensurate increase in salary
Duties and Responsibilities
Respond to and manage client service requests via phone, email, and CRM
Move money among a variety of different accounts at the direction of Senior Advisors
Handle documentation and execution of opening accounts
Prepare subscription documents for private equity, venture capital, and direct investments
Enter and maintain client info in our CRM and client records
Provide administrative support to the firm’s Advisors
Coordinate with different teams to manage client service requests and communication with clients
Work through complex issues – many of our clients have alternative investments and complex organizational structures which require research, accuracy, and diligence
Position Requirements
3 years of experience in wealth management/financial services
Experience with Schwab Advisor Center
Ability to manage a variety of tasks and calendar items
Professional administrative writing and verbal communication skills
Ability to work independently as well as within a team and prioritize tasks appropriately
Ability to manage your own time – we do not micromanage
High attention to detail
Excellent client service and relationship management skills
Not required but a big plus: experience with any of our systems – Salesforce, Fidelity, Addepar, Monday.com
The Process
Qualified candidates will start the process by having a 15–30 minute Zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form. If you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.
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Worksite address
el segundo, CA, 90245, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.