Curated Wealth Partners · 2 days ago
Client Service Associate
El Segundo, CA
Full-time
Onsite
Mid Level
$95K/yr - $105K/yr
3+ years expCurated Wealth Partners is a multi-family office and investment advisory firm seeking a Client Service Associate to provide exceptional service to ultra-high-net-worth families. The role involves managing client service requests, coordinating with teams, and ensuring smooth operations in a fast-paced wealth management environment.
FinanceFinancial ServicesPersonal Finance
Hiring Manager
Brian Luper
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
Qualification
Required
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
Preferred
Not required but a big plus: experience with any our systems – Salesforce, Fidelity, Addepar, Monday.com
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
Company
Curated Wealth Partners
Curated Wealth Partners is a multi-family office delivering financial advice and well-being to a select group of families.
2-10 employees
Funding
Current Stage
Early StageTotal Funding
$1.75M2018-11-30Series Unknown· $1.75M
Leadership Team
Richard Ward
Co-Founder & Chief Investment Officer
Susan Moffat
President
Recent News
2025-05-16
2025-02-22
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