Wealth Client Service Associate
whittier advisorsLos Angeles (CA)
Wealth Client Service Associate
Posted 4 days ago
whittier advisorsLos Angeles (CA)
Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice
SENIORITY
Junior
About the role
A leading investment management firm in Los Angeles is seeking a Client Service Associate to support Relationship Managers and Portfolio Managers in delivering exceptional service to high-net-worth individuals and institutions. Responsibilities include client interactions, supporting the advisory process, and documenting client communications. Strong communication skills and experience in wealth management are required for this full-time position.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.