If you can coordinate a complex multi-asset onboarding while keeping an ultra-high-net-worth client completely at ease, we should talk.

The Hiring Advisors is partnering with a premier, highly respected Registered Investment Advisor (RIA) based in Los Angeles to find a Senior Client Service / Advisory Associate (CSA) to help their elite team scale. This firm has spent decades building a culture centered entirely on client trust, and they need a self-motivated operational master to support their top wealth management teams.

What You’ll Actually Be Doing:

• The Client Lifeline: Act as the primary operational liaison between elite wealth advisors, their clients, and internal departments to execute investment strategies and resolve complex inquiries seamlessly.
• Onboarding Orchestrator: Manage the entire end-to-end new client process—from gathering deep background info and prepping high-level meetings to handling multi-layered account documentation and asset transfers.
• Asset Allocation Coordination: Oversee the structural paperwork and operational plumbing required for asset allocations, reallocations, and investment strategy updates.
• Strategic Problem Solver: Utilize a deep understanding of RIA operations to conduct research, solve service gaps, anticipate client needs, and participate in firm-wide projects.

What You’ll Bring to the Table:

• The Pedigree: Deep, hands-on experience in a similar Client Service or Advisory support role specifically within an established RIA and/or Brokerage Firm.
• Industry Knowledge: A strong, comprehensive understanding of wealth management concepts, financial practices, and industry compliance procedures.
• The Mindset: You are a high-energy self-starter who thrives in a fast-paced environment, organizes workflows effortlessly, and hits deadlines within tight timeframes.
• Tech & Education: Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook). A BA/BS degree in Finance or a related field is highly preferred.
• The Rules: You must possess unrestricted U.S. work authorization, as this role cannot support sponsorship now or in the future.

The Package & Perks

This firm takes care of its people from day one—literally.

• Base Salary: $125,000 - $175,000 (dependent on experience) + annual performance and profit-sharing bonuses.
• Health & Wellness: Comprehensive medical, dental, and vision coverage starting on your first day of employment, plus HSA employer contributions.
• Family First: 16 weeks of paid parental leave for primary caregivers and 8 weeks for secondary caregivers.
• Future & Finance: A solid 401(k) matching plan and student loan assistance.
• The Extras: They even offer pet insurance for your furry family members!

Ready to Elevate Your Career?

This is a phenomenal opportunity to bring your talents to an elite, collaborative team in LA where your impact is highly visible and your professional growth is actively supported.

Apply directly or email Andrew@thehiringadvisors.com with your resume for a completely confidential conversation!

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