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One Capital Management, LLC · 9 hours ago

Associate Client Services

Walnut Creek, CA

Full-time

Onsite

Entry Level

$69K/yr - $75K/yr

1+ years exp

One Capital Management, LLC is a leading global wealth management firm that provides diversified wealth management services to private clients and institutions. The Associate in Client Services supports advisors and ensures smooth office operations while delivering comprehensive wealth and investment services to clients.

Asset ManagementFinancial ServicesWealth Management

Responsibilities

Maintain existing client relationships as a primary point of contact for inquiries related to account maintenance, cash management, distributions, and investment reporting

Assist the wealth advisor, financial planner, and internal departments (operations, investments, billing, etc.) to ensure client requests are executed within defined service level agreements

Research and resolve routine to moderately complex client issues leveraging internal support resources and/or escalate as appropriate to management

Participate in client scheduling and preparation

Attend client meetings, events, and seminars as needed

Prepare client account paperwork, including internal agreements, custodian forms, applications, and other client deliverables for processing

Coordinate new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client household setup, welcome calls, and proactive communication with clients

Understand and adhere to outlined company policies and procedures to ensure client activities are handled with firm standards

Track and document client interactions, activities, and meetings in CRM, ensuring notes are input in a timely and compliant manner

Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts, and service providers

Participate in team projects and business initiatives and engage in training and education opportunities as required

Serve as the primary point of contact for office-related matters, including building management, maintenance, and service vendors

Manage inventory and ordering all office and kitchen supplies

Ensure the office environment is maintained in a professional and organized manner

Handle incoming and outgoing mail and coordinate deliveries

Assist with the coordination of internal team meetings and office events

Qualification

Client relationship managementInvestment advisory experienceMicrosoft Office proficiencyCRM experienceOrganization skillsMulti-tasking abilityCommunicationAttention to detail

Required

A bachelor's degree is recommended, preferably with a concentration in Business, Finance, Economics, or a related field

Excellent communication skills with the ability to develop and maintain strong relationships with clients, prospects, and team members across the organization

Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment

Proficiency in using Microsoft Office (Outlook, Word, Excel)

Preferred

1-3 years of experience working in investment advisory, asset management, or a financial services company

Experience Addepar, CRM (Salesforce), and custodian websites (Schwab, Fidelity, Pershing, NBIN) is valuable

Benefits

Performance Based Bonus

Flexible and responsible paid time off (PTO).

Participation and coverage under the company health care plan.

Participation in the company 401(k) Plan.

Reimburse up to $75 monthly for a membership fee for the company Wellness Program.

Company sponsorship in continuing education.

Company

One Capital Management, LLC

Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans.

Founded in 2001

Westlake Village, California, USA

51-200 employees