Associate Client Advisor, WM (Wealth Management)

Location: Los Angeles, California, United States

Salary: $95,565–$162,495 USD per year

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Coordinate account administration, transaction processing, fee setup, documentation, and daily client activity.
• Manage an assigned wealth management client base and develop an understanding of client needs and goals.
• Work with clients, advisors, internal partners, vendors, and external advisors to resolve issues and identify solutions.
• Provide responsive written and verbal client communication with diplomacy and tact.
• Support business development through client presentations, referral-source relationships, and identification of new opportunities.
• Continue developing advisory skills through training and practical experience.

Requirements

• 3+ years of experience in asset servicing, relationship management, or a related field.
• Knowledge of financial products, operations, accounting systems, and general business principles.
• Developing knowledge of investments, advisory relationships, estate planning, financial planning, capital markets, banking, and operations.
• Analytical, negotiating, problem-solving, sales, time-management, and communication skills.
• College or university degree and/or relevant proven work experience is preferred.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders and opportunities for internal mobility.
• Retirement benefits including 401(k) and pension.
• Medical, dental, vision, spending accounts, disability coverage, paid time off, and parental and caregiver leave.
• Life and accident insurance, well-being benefits, and a discretionary bonus program that may include equity.
• Inclusive workplace with community and philanthropy initiatives.