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Client Services Associate


Dynamic career opportunity for a mature, professional, caring, and creative Client Service Associate (high-level administrator) to join our rapidly growing, independent wealth management firm in Westlake Village, CA. The ability to professionally interact with high net-worth clients is a must. The position requires expertise with systems, processes, and workflows. Excellent knowledge of securities rules and regulations, or an ability to quickly master that knowledge, is also required.

This position is responsible for all client service and administrative functions. New account paperwork and processing, account transfers are all completed by this individual. Must be able to handle phone calls, sort and distribute mail, maintain office filing and document storage. Must be technologically literate and proficient in Microsoft Outlook, Word, Excel. Must have excellent follow-through and be a self-starter. The position requires excellent interpersonal skills and phone demeanor, extraordinary client service attitude, and genuine interest in people to prosper in this warm and friendly, small office environment. Must also be very detail-oriented, exceptional with multi-tasking, and able to work independently with little supervision. The ideal candidate is friendly, energetic, positive, dependable, well-organized, and eager to learn new skills.

Join a fun-loving, high-end boutique firm where you will make a difference and be appreciated. If you are excited by an opportunity to break into the fast-growing financial services job market, please send us your resume, cover letter, and salary requirements. Ethics, integrity, and can-do attitude are a must. Financial services experience a must. Hours are Monday through Friday, 8:30 a.m. to 5:00 p.m.

We compensate all team members with a market competitive salary and a generous pay for performance bonus model that rewards individuals who can achieve objective, operational and service goals. We offer medical, dental, vision and group 401k benefits. If you want to be recognized for your ability to deliver efficient, professional service to wealth management clients, please fill out below. We look forward to meeting you. 



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