Associate, Client Relationship Manager

About the role

Lido Advisors, LLC, an established and expanding wealth management firm, is seeking an Associate, Client Relationship Manager to support Advisory teams in all aspects of wealth management. The role enhances the client experience by providing exceptional client service through administrative and operational support to one or more Wealth Advisors in a complex, team-oriented, and fast-paced environment. Lido Advisors offers a flexible work environment, supports personal and professional growth, and embraces a culture of collaboration.

Responsibilities

• Manage the onboarding of new client accounts, including collecting required documents and client information through in-person meetings or calls.
• 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 from an RIA firm, financial services 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, and manage multiple tasks while keeping the team apprised of open items.
• Proficiency 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

$65,000 - $75,000 per year.