Lido Advisors, LLC is an established and expanding wealth management firm seeking an Associate for their Private Client Services. The role involves providing exceptional client service and administrative support to Wealth Advisors, enhancing the overall client experience in a fast-paced environment.
Responsibilities
- Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients
- Liaise with custodian partners and internal departments
- Assist with the preparation of alternative investment paperwork with high level of accuracy
- Provide exceptional client service by responding to client requests, inquiries, and transactions such as money movement and transfer requests
- Maintain detailed client records across firm relationship management systems
- Support the team’s overall strategy by preparing reports, marketing and other materials for client meetings
- Adhere to firm’s control policies and procedures
- Regularly seek opportunities to engage with peers to collaborate on best practices
Skills
- Bachelor's degree
- Minimum of 1 year of professional experience in a client support service role coming from an RIA firm or financial services related industry or relevant intern experience
- Series 65 or 66 required, or must be attained within timeframe determined by manager
- Strong attention to detail
- Exceptional interpersonal and client service skills
- Superior verbal and written communication skills
- Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items
- Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel
- Ability to adapt to a rapidly changing and fast paced business environment
- Proven ability to operate effectively and work under pressure with tight deadlines
- Team player and a desire to collaborate with others
Company Overview
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