Associate, Client Relationship Manager
Lido Advisors, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Mequon • Wisconsin • United States
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About the role
- Identifying and recommending position changes consistent with each family's Investment Policy Statement, balancing target allocations with tax considerations
- Utilizing custom models to help Advisors monitor client adherence to model allocations, cash reserves, and Lido-managed equity portfolios
- 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.
- Adhere to firm’s control policies and procedures.
- Regularly seek opportunities to engage with peers to collaborate on best practices
Requirements
- Bachelor’s degree
- Series 65 or 66 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.
Benefits
- Flexible work environment
- Supports personal and professional growth
- Embraces a culture of supporting each other, our communities, our clients and Lido.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment policymodel allocationscash reservesalternative investment paperworkclient record maintenanceattention to detailExcelSalesforce
Soft Skills
interpersonal skillsclient serviceverbal communicationwritten communicationorganizational skillsprioritizationteam collaborationability to work under pressure
Certifications
Bachelor's degreeSeries 65Series 66