Our client is a rapidly growing investment management firm headquartered in Newport Beach, CA. The Firm manages over $1 billion in AUM and is a part of a larger Multi Family Office with over $24 billion in AUM.
They provide investment management services to private clients and manage three fixed-income funds. The firm also offers discretionary investment management services to high net-worth individuals and trusts along with discretionary fixed-income investment management to their Trust company.
The Client Advisor / Relationship Manager is integral to the client experience and overall relationship management. This position requires a highly motivated person who will work directly with high-net-worth individuals and will represent the face of the firm for most client inquiries and interactions.
This individual will work closely with the firm’s portfolio management team, be responsible for the daily operations of client relationships, and will utilize their strong interpersonal communication and high attention to detail skillsets to successfully manage and grow the business.
The Client Advisor / Relationship Manager will assist in the firm’s growth through individual and company-sponsored business development activities and through superior, ongoing customer service.
Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.
ESSENTIAL FUNCTIONS
Client Service
- Coordinate quarterly, semi-annual, annual, and ad hoc client meetings including preparation of performance and holdings reports
- Attend client meetings, communicate portfolio positioning, performance, and investment outlook
- Administer all aspects of client accounts
- Provide excellent client service in all aspects of the client relationship
Client Account Support
- Open client accounts and provide ongoing client access support
- Support client account activity and client statement inquiries
- Asset transfer and money movement
- On-line access support
- General client support
Account Management
- Account opening, maintenance, and documentation
- Asset transfers and money movement
- Reconcile cash and security movements as necessary
Business Development
- Drive mutual fund growth through expanding institutional and individual relationships
- New business presentation preparation
- Assist with business development events, including client seminars and networking events
- Cultivate new business development leads through community engagement
DESIRED CANDIDATE
- Excellent interpersonal skills
- Excellent attention to detail
- The ability to exercise independent judgment
- A proactive approach to client service
- High energy and customer service focus
- A friendly professional demeanor and ability to excel in a team-oriented environment
- Excellent verbal and written communication skills
- High integrity and empathy
EDUCATION & SKILLS
- 4-year degree from a recognized University
- CFP preferred (or desire to obtain)
- Series 7 & 66
- Strong proficiency with Microsoft Office suite, especially Excel and PowerPoint
- Experience with Addepar (desired, not required)
J-18808-Ljbffr
Locum Physician (MD/DO) - Pediatrics in Los Angeles County, CA
Your specialized recruiter takes care of every detail. ...
J.P. Morgan Wealth Management – Private Client Advisor - South Orange County, CA
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will offer co...
Instructional Coach, Literacy - Los, Angeles, CA (Fixed-term)
Able to commute (approximately 5 days per week) to schools in Los Angeles to support educators onsite in Los Angeles area schools . Equipment: This position requires reliable home internet that can support video calls on Google Meet and Zoom and a quiet, professional place to deliver remote professi...
Service Engineer, Los Angeles-CA
DMG MORI USA – Los Angeles (Cypress, CA). Proven ability to read mechanical drawings, electrical schematics, and sequence (PLC) ladder diagrams. Service Engineers are expected to provide customers with maintenance and repair assistance of DMG MORI CNC machine tools on location or by telephone....
Project Manager - Water Business - Ports, Los Angeles, CA
Typical office environment, typical construction environment, extreme weather conditions, high noise level, safety hazards (electric currents, working on scaffolding and high places, exposure to chemicals), atmospheric conditions (fumes, odors, dusts, mists, gases, poor ventilation). The position is...
Regional Business Manager - HAE - Los Angeles, CA
The actual base salary offered may depend on a variety of factors, including the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in...
Home Health APP needed in Los Angeles CA
Experienced NPs or PAs are needed to join a growing healthcare group and provide quality primary care in the comfort of the patient's home or a residential setting. Full-Time/ Permanent Role Flexible hours 8-10 patients per day CA license in hand Provider must be comfortable with travel within a 20-...
J.P. Morgan Wealth Management – Private Client Advisor - Central Orange County, CA
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will offer co...
Recruitment Advisor - Alpha Iota (California - Los Angeles)
Engage in ongoing training and development, review the Membership department officer and advisor resources and attend Membership department officer and advisor training. Serve as an active member of the chapter’s advisory board and represent the membership interests of the chapter to the advisory bo...
Family Practice Physician opportunity in the heart of Los Angeles, CA
Great opportunity for a Family Practice Physician to work with a community health center in Los Angeles, CA. Mon-Fri with no weekend or call. Must have CA license, be able to start quickly. ...