Associate | Client Services Apply
Full job description
Associate | Client Services
Location: Westlake Village, CA
Job Type: Permanent Full Time
Area of Interest: Private Client
Company Description
One Capital Management, LLC (OCM) is a leading global wealth management firm that offers
diversified wealth management services to private clients, endowments and foundations, investment
companies and institutions in the U.S. and Canada. OCM is well-positioned to tailor wealth management
solutions for its clients through its wealth forecasting group and integrated investment management
service.
Position Description
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 Client Services team focuses
on delivering the full scope of the firms 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:
- Maintain existing client relationships as a primary point of contact for inquiries related to
- Assist the wealth advisor, financial planner, and internal departments (operations, investments,
- Research and resolve routine to moderately complex client issues leveraging internal support
- Participate in client meeting scheduling, preparation and attend client meetings, events, and
- Prepare client account paperwork including internal agreements, custodian forms, applications,
- Coordinate new client onboarding activities including the collection of required documentation,
welcome calls, and proactive communication with clients.
- Understand and adhere to outlined company policies and procedures to ensure client activities
- Track and document client interactions, activities, and meetings in CRM, ensuring notes are
- Develop and maintain trusted relationships with custodian partners, vendors, client professional
- Participate in team projects, business initiatives and engage in training and education
Job Requirements
- Bachelor's Degree recommended, preferably with a concentration in Business, Finance,
- Ideal candidates will have 1-3 years experience working in investment advisory, asset
- Excellent communication skills with the ability to develop and maintain strong relationships with
- Strong organization and attention to detail are essential with the ability to prioritize and multi-
- Proficiency in using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor
NBIN) is valuable.
Compensation & Benefits
- Salary range - $67,000.00 - $70,000.00.
- Bonus
- Flexible and responsible unlimited paid time off (PTO).
- Participation and coverage under the company health care plan.
- Participation in the company 401(k) Plan.
- Reimbursement up to $75.00 a month for membership fees paid as part of the company
- Company sponsorship in continuing education.
Interested applicants should submit their resume to hiring@onecapital.com
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