Client Associate
Jobot
Los Angeles, CA0–2 yrs49m agovia LinkedIn
Posted 14 Nov 2026, 04:07 ET
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Work
- On-site in Los Angeles
- Pay
- Not stated by the employer.
- Listed
- Nov 14, 2026 · still open
About the Role
Client Associate at a top wealth management firm.
Key Responsibilities
- Deliver comprehensive, high-touch solutions designed to support families holistically.
- Help families deploy their wealth with purpose and lasting impact.
Requirements & Tech Stack
- Bachelor’s Degree
- Series 65 (or clear intention to attain)
Qualifications
- Detail-Oriented: Produce consistently accurate, high-quality work.
- Curious: Ask smart questions and actively seek feedback.
- Disciplined: Rely on systems and processes to execute reliably.
- Collaborative: Build strong relationships across teams.
- Solution-Focused: Approach challenges with optimism and creativity.
- Self-Driven: Take initiative and move work forward independently.