Lido Advisors · 20 hours ago
Senior Associate, Private Client Services
New York, NY
Full-time
Hybrid
Mid, Senior Level
$75K/yr - $90K/yr
3+ years expLido Advisors, LLC is an established and expanding wealth management firm seeking a Senior Associate in Private Client Services to support Advisory teams in wealth management. The role focuses on enhancing client experience through operational support, relationship management, and preparation for client meetings.
Financial Services
Responsibilities
Cultivate and enhance new and existing relationships with active communication with clients, processing client requests, and resolving inquiries
Prepare for client meetings by collecting financial information, completing various financial analyses, and creating presentation materials for meetings
Coordinate the deployment of investments for client allocations and portfolio rebalances to include executing and reconciling trades as directed by Senior Wealth Managers
Maintain and track prospect and client engagement in the relationship management system
Act as subject matter experts for all client service-related processes and systems, and promote best practices for junior team members
Review and facilitate resolution of client inquiries and operational items
Assist Wealth Advisors Team in preparing allocations and coordinating investments according to the firm's and strategy stated guidelines
Manage the onboarding of new client accounts, which includes collecting required documents and client information through in-person meetings or on calls with clients
Prepare and process complex alternative investment paperwork with a high level of accuracy
Liaise with custodian partners and internal departments
Support the team’s overall strategy by preparing regular or ad hoc reports, marketing, and other materials for client meetings
Qualification
Required
Bachelor's degree
Series 65 or 66 required or must be attained within the timeframe determined by manager
Minimum of 3 years serving wealth management clients or other relevant industry experience
Strong attention to detail
Takes ownership of all aspects of client engagement
Self-starter who actively sees projects through to completion while maintaining a high level of communication with team members
Exceptional interpersonal and client service 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
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