Lido Advisors · 11 hours ago
Associate, Private Client Services
California, United States
Full-time
Onsite
Entry Level
$65K/yr - $75K/yr
1+ years expLido Advisors, LLC is an established and expanding wealth management firm seeking an Associate for their Private Client Services. The role involves providing exceptional client service and administrative support to Wealth Advisors, enhancing the overall client experience in a fast-paced environment.
Financial Services
Responsibilities
Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients
Liaise with custodian partners and internal departments
Assist with the preparation of alternative investment paperwork with high level of accuracy
Provide exceptional client service by responding to client requests, inquiries, and transactions such as money movement and transfer requests
Maintain detailed client records across firm relationship management systems
Support the team’s overall strategy by preparing reports, marketing and other materials for client meetings
Adhere to firm’s control policies and procedures
Regularly seek opportunities to engage with peers to collaborate on best practices
Qualification
Required
Bachelor's degree
Minimum of 1 year of professional experience in a client support service role coming from an RIA firm or financial services related industry or relevant intern experience
Series 65 or 66 required, or must be attained within timeframe determined by manager
Strong attention to detail
Exceptional interpersonal and client service skills
Superior verbal and written communication skills
Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items
Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel
Ability to adapt to a rapidly changing and fast paced business environment
Proven ability to operate effectively and work under pressure with tight deadlines
Team player and a desire to collaborate with others
Company
Lido Advisors
Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Vivek Dhayagude
Chief Technology Officer
Stacy Beattie
Chief Operating Officer
Company data provided by crunchbase