Client Service Associate- Bel Air Investment Advisors

About the Role

Bel Air Investment Advisors, an advisory practice of Hightower, is seeking a Client Service/Advisory Associate (CSA) to join their team in Los Angeles. The CSA will play a crucial role in coordinating service and operational functions, acting as a liaison between the advisory team, clients, and internal departments to ensure proper servicing of clients and timely execution of investments.

Responsibilities

• Coordinates the implementation of service and operational functions to ensure proper client servicing and accurate investment execution.
• Acts as a liaison between the advisory team, clients, and internal departments to respond to inquiries and complete operational/product activities.
• Manages the new client process, including meeting preparation, collection of client background information, and coordination of account establishment and transfers.
• Coordinates asset allocation and reallocation processes, including paperwork, account establishment, and investment implementation.
• Provides customer service by responding to inquiries, conducting research, and ensuring completion of service requests.
• Maintains proficiency in investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests.
• Solves problems through a strong understanding of operational and firm processes.
• Participates in firm projects and performs other necessary duties as assigned.

Requirements

• Deep experience in a similar role with a Registered Investment Advisor and/or Brokerage Firm.
• Strong understanding of standard concepts, practices, and procedures within the industry.
• Self-starter with the ability to handle multiple assignments in a fast-paced environment.
• Problem-solving skills and ability to anticipate needs and provide superior service.
• High energy and ability to handle pressure and meet deadlines.
• Detail-oriented with strong organizational and prioritization skills.
• Ability to work effectively in a team environment.
• Flexibility to perform other tasks as assigned.
• Strong technical skills using Microsoft Office Suite (Excel, Word, Outlook).
• BA/BS degree in finance or related field preferred.
• U.S. citizenship, permanent residency, or unrestricted U.S. work authorization.

Qualifications

• Strong professional verbal and written communication skills.
• Interpersonal skills and ability to motivate self and others to deliver high-quality output.

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).
• 401k matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.

Pay

Base salary of $110,000 - $120,000 plus discretionary bonus (exact base salary dependent on experience).