Associate | Client Services

Westlake Village, California
$55,000.00 - $70,000.00
Jun 11, 2021
Jul 11, 2021
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

OCM Wealth Management is in search of an Associate | Client Services to join their servicing efforts.  The candidate will provide support to an advisor or team of advisors.  The Wealth Management team focuses on delivering the full scope of the firm’s wealth and investment services to individuals, private clients, foundations, endowments, and investment advisors.  The Associate | Client Services will play a key role in creating a simple and elegant service experience for our clients.

Specific responsibilities may include but not limited to:

  • Service Client Accounts: Opening/closing accounts, manage cash flows, client reporting/due diligence, and timely response to client inquiries.
  • Maintain Client Relationship Management (CRM) database with client information.
  • Create client presentations and communications.
  • Provide general office support to advisors.
  • Work with senior investment professionals and wealth analyst to develop client wealth forecast analyses.
  • Liaise with various departments, including portfolio management, compliance, and operations.
  • Assist with departmental projects and initiatives as needed.

Job Requirements

Candidates should have very strong communication and analytical skills, be highly organized, detail-oriented, demonstrate initiative, good judgment coupled with the ability to work well under pressure.  An Associate should be able to work well both independently and within a team.  The candidate must be able to prioritize work and handle multiple tasks to ensure that client requests are completed in a timely manner.  College degree required.