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Client Service Associate
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: Los Angeles, CA
JOB DESCRIPTION

Job #: 46616
Title: Client Service Associate
Job Location: Los Angeles, California - United States
Remote Job: No
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

Position offers work/life balance and a long-term growth opportunity.

Firm is located in the southwest Los Angeles area.

JOB DESCRIPTION

Boutique Multi-Family Office seeks Client Service Associate to service UHNW individuals and families

Position open due to company expansion

  • Oversee client interaction, participate in meetings, manage administrative tasks and analyze data using financial software
  • Execute money trade and wire transfers on senior partners instruction
  • Assist with setting up client accounts and preparing for client presentations
  • Prepare subscriptions documents for private equity, venture capital and alternative investments
  • Handle client needs and communicate with their outside advisors
  • Work in a collaborative team environment
QUALIFICATIONS

The ideal candidate will have:

  • 3+ years experience servicing UHNW clientele in a financial services firm
  • Demonstrated ability to handle diverse tasks
  • Detailed oriented with excellent communication and interpersonal skills

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 
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