Associate, Client Relationship Manager

Lido Advisors, LLC, an established and expanding wealth management firm, is looking for an Associate, Client Relationship Manager, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. Lido’s vision is to be recognized as the pre-eminent wealth advisory firm delivering an essential service to our clients.

About the role

The Associate, Client Relationship Manager, enhances the client experience by providing exceptional client service through administrative and operational support to one or more Wealth Advisors. Client Relationship Associates work in a complex, team-oriented, and fast-paced environment to deliver comprehensive investment and wealth strategies to clients. Lido Advisors offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, our clients, and Lido.

Responsibilities

• Manage the onboarding of new client accounts, which includes collecting required documents and client information through in-person meetings or on calls with clients.
• Liaise with custodian partners and internal departments.
• Assist with the preparation of alternative investment paperwork with a high level of accuracy.
• Provide exceptional client service by responding to client requests, inquiries, and transactions such as money movement and transfer requests.
• Maintain detailed client records across firm relationship management systems.
• Support the team’s overall strategy by preparing reports, marketing, and other materials for client meetings.
• Adhere to the firm’s control policies and procedures.
• Regularly seek opportunities to engage with peers to collaborate on best practices.

Requirements

• Bachelor’s degree.
• Minimum of 1 year of professional experience in a client support service role coming from an RIA firm or financial services-related industry or relevant intern experience.
• Series 65 or 66 required, or must be attained within a timeframe determined by the manager.
• Strong attention to detail.
• Exceptional interpersonal and client service skills.
• Superior verbal and written communication skills.
• Ability to organize, prioritize, manage multiple tasks, and keep the team apprised of open items.
• Experience with Excel, Word, Outlook, Salesforce, and 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.
• Team player with a desire to collaborate with others.

Pay

The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The estimated range is $65,000 - $75,000.