Senior Client Service Associate- Bel Air Investment Advisors

Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts, and foundations, targeting clients with $20 million or more in investable assets. We offer a diverse mix of proprietary and sub-advisory investment strategies within our open architecture platform. Founded in 1997 and based in Los Angeles, the firm is built on client-centric core beliefs and employs over 50 professionals, including financial analysts, investment advisors, research professionals, portfolio managers, traders, and administrative support.

About the Role

We are looking to add a Senior Client Service/Advisory Associate (CSA) to help the team grow. This role coordinates the implementation of service and operational functions to ensure proper client servicing and the timely, accurate execution of investments.

Responsibilities

• Act as a liaison between the advisory team, clients, and internal departments to provide day-to-day support, respond to inquiries, and ensure timely completion of operational and product activities.
• Coordinate the new client process, including meeting preparation, collection of client background information, account and investment strategy documentation, and operational coordination of account establishment and transfers.
• Coordinate the asset allocation and reallocation process, addressing necessary paperwork, account establishment, and investment implementation or changes with applicable departments.
• Provide customer service to clients by addressing inquiries, conducting research, and submitting and ensuring the completion of service requests.
• Maintain proficiency in all investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests.
• Solve problems through a strong understanding of operational and firm processes.
• Perform other necessary duties and participate in firm projects 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 who takes initiative to identify and complete tasks.
• Ability to handle multiple assignments and work in a fast-paced environment.
• Strong problem-solving skills with the ability to anticipate needs and provide superior service.
• High energy with the ability to handle pressure and meet deadlines.
• Detail-oriented with the ability to prioritize and organize workflow.
• 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).

Qualifications

BA/BS degree in finance or a related field preferred.

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 $125,000–$150,000 plus annual performance and profit-sharing bonuses (exact base salary dependent on experience).