What are the responsibilities and job description for the Client Services Associate position at International Search Consultants?
Our client is a rapidly growing RIA in West LA specializing in tailored investment solutions for high-net-worth families, institutions, and foundations, as well as managing fixed-income mutual funds and separately managed accounts. They seek an innovative, driven professional, passionate about delivering exceptional client experiences to join as a Client Service Associate. Highlights of the role are below. Apply today for consideration!
Overview
Support Relationship and Portfolio Managers in delivering high-quality service to high-net-worth clients, families, and institutions.
Responsibilities
- Collaborate with PMs and RMs on client advisory and strategic discussions.
- Build client relationships through advisory interactions and event participation.
- Handle client inquiries, prepare presentations, and perform financial modeling.
- Manage custodian paperwork, contracts, and cash / security transfers.
- Coordinate with specialists (tax, legal, lending) and maintain CRM records.
- Assist in business development and operational improvement projects.
Qualifications
