Lindbrook Capital · 11 hours ago
Client Services Associate
LA Metro Area
Full-time
Hybrid
Entry Level
$80K/yr - $125K/yr
2+ years expLindbrook Capital is a boutique wealth management firm that provides high-level investment consulting and financial planning services. The Client Services Associate role involves delivering exceptional client service, managing client onboarding and account maintenance, and collaborating with various partners to ensure accurate processing of transactions.
AdviceFinanceFinancial ServicesProfessional Services
Hiring Manager
Luke Crofts, CFA
Responsibilities
Delivering service both internally and externally
Serving on client team with advisor (s) as the primary contact for clients, addressing inquiries and providing client service through phone, email, and in-person interactions
Onboarding new clients and supporting existing clients, including account openings, all aspects of money movements (journals, wires, ACAT/DTC transfers, RMD's, etc) and account maintenance
Promptly addressing client inquiries within same day and responding to requests and providing information
Completing cashiering responsibilities and ACH/wire/check requests
Maintaining client records and files, ensuring that all data is current and accurate following regulatory requirements and company policies
Collaborating with custodian partners (Fidelity, & Schwab, outside custodians, etc.) to ensure accurate processing of client transactions. Downloading and uploading forms, monitoring and verifying changes in the system, resolving issues, and staying current with changing procedures
Becoming comfortable and proficient in using our different applications (Outlook, Salesforce, Orion, and custodial platforms Schwab and Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests
Fielding client requests and completing tasks, following through to make sure client's needs are met while following compliance standards and requirements
Managing client data within CRM (Salesforce) and monitoring to ensure accuracy
Participating in weekly CSA team meeting – prepare and contribute thoughts for agendas, raise concerns, suggest solutions, look for and implement efficiency and process improvement
Qualification
Required
2+ years of experience in a similar role
Experience building relationships with main partners for each assigned customer
Accuracy and organization along with follow-up/follow-through skills
Experience assessing severity of support requests and escalate based on severity
Team player who shows a client-first attitude
Proactively anticipate advisor and client needs
Experience maintaining composure and remaining positive even in time-sensitive and complex situations
Experience maintaining client relationships and providing service in a corporate environment
Finance industry experience
Proficiency in MS Outlook and MS Word required (Excel and Salesforce)
Eagerness to work in a growing practice
You are trustworthy, ethical, and able to handle sensitive financial information with the utmost confidentiality
Benefits
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
Hybrid model work schedule – Mornings in office, afternoon remote
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Company
Lindbrook Capital
Lindbrook Capital is an investment management company that offers financial advice and services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Lee Samson
Partner
Luke Crofts, CFA
Partner
Recent News
2025-05-17
2025-05-17
Company data provided by crunchbase