Associate, Client Relationship Manager
Lido Advisors, LLC
full-time
Posted on:
Location Type: Hybrid
Location: San Diego • California • United States
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Salary
💰 $65,000 - $75,000 per year
About the role
- Manage onboarding of new client accounts
- Liaise with custodian partners and internal departments
- Assist with preparation of alternative investment paperwork
- Provide exceptional client service by responding to client requests
- Maintain detailed client records across firm relationship management systems
- Support team’s overall strategy by preparing reports
Requirements
- Bachelor’s degree
- Minimum of 1 year of professional experience in a client support service role
- Series 65 or 66 required, or must be attained
- Strong attention to detail
- Exceptional interpersonal and client service skills
- Superior verbal and written communication skills
- Experience with Excel/Word/Outlook/Salesforce/PowerPoint
Benefits
- Flexible work environment
- Personal and professional growth
- Culture of supporting each other and communities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client supportalternative investment paperworkreport preparation
Soft Skills
attention to detailinterpersonal skillsclient service skillsverbal communicationwritten communication
Certifications
Bachelor's degreeSeries 65Series 66