Client Relationship Associate
Job Description
Angeles Wealth Management ("AWM") seeks a detail-oriented, client-focused Client Relationship Associate to support the delivery of high-quality wealth management experience for clients and advisors. This role combines client service, account administration, custodial coordination, client onboarding, and data/workflow management in a fast-paced, AI-forward, control-conscious environment.
About Angeles Wealth Management
Angeles Wealth Management (AWM) is one of the fastest-growing investment advisory firms in the country, with offices in New York City, Santa Monica, Dallas, and Houston.
Angeles Wealth is the private client affiliate of Angeles Investment Advisors, an institutional investment advisory firm advising on $45.9 billion in total assets, including approximately $7.2 billion in discretionary assets. Angeles Wealth Management provides wealthy families and individuals with access to an institutional-quality investment process and robust wealth advisory services, including goals-based financial planning, and estate planning.
Position Overview
The Client Relationship Associate partners closely with Advisors, the Director of Client Services, Operations, Compliance, and custodial/platform contacts to ensure timely, accurate, and compliant execution of client requests and account servicing activities.
The ideal candidate is curious, AI-forward, highly organized, service-minded, technologically proficient, and comfortable interacting with sophisticated clients and internal stakeholders across multiple offices. Success in this role requires strong follow-through, sound judgment, process discipline, and the ability to manage multiple priorities without sacrificing accuracy.
This position is based in our New York office with a work schedule of 9AM-6PM in-office Monday through Thursday, and work from home on Friday.
Primary Responsibilities
- Prepare and process account applications, alternative investment documents, and account maintenance forms to support seamless client onboarding across internal CRM, reporting networks, and custodian platforms.
- Process and monitor client service requests such as money movement, Capital Calls, journals, transfers, account updates, portal access, login or technical issues and other operational requests in accordance with firm procedures and approval requirements.
- Maintain accurate and current client and household data in CRM and related systems, including workflow notes, contact information, account records, and document status.
- Monitor daily alerts, task queues, custodian notifications, and operational exceptions; communicate relevant items to advisors and internal partners in a timely manner.
- Coordinate with custodians and third-party providers to resolve account issues and support a seamless client experience.
- Partner with advisors and internal teams on ad hoc client needs, special projects, and process improvement initiatives designed to improve efficiency, accuracy, and client experience.
- Serve as backup support for other Client Relationship Associate team members, including the Director of Client Services, as needed.
Qualifications and Experience
- Bachelor’s degree required.
- 3–7 years of relevant experience in wealth management, private client, RIA operations, or financial services client service.
- Series 65 preferred but not required
- Proficiency in AI-powered workflow automation and Microsoft Office, especially Outlook, Word, and Excel.
- Experience with CRM, portfolio reporting and review, and workflow systems; Salesforce and Addepar a plus.
- Familiarity with major custodial platforms; Charles Schwab Advisor Services preferred.
- Demonstrated experience handling account administration, onboarding, service requests, and/or custodian interactions in a detail-intensive environment.
- Ability to communicate clearly and professionally, verbally and in writing, with high-net-worth clients and internal stakeholders.
- Excellent organizational skills, attention to detail, and ability to manage multiple deadlines and priorities effectively.
- Demonstrated commitment to confidentiality, accuracy, and adherence to procedures.
- A proactive, team-oriented mindset with interest in continuous improvement and learning within a growing wealth management firm.
Preferred Competencies
- Strong client-service orientation and professional presence
- Ability to exercise sound judgment and escalate appropriately
- Familiarity with process documentation and workflow discipline
- Ability to identify inefficiencies and recommend practical improvements
- Confidence working across multiple systems and teams in a growing organization
Compensation
Salary range of $95K-$120K depending on experience. Health benefits, 401(k), and discretionary annual bonus included.
Application Process
Interested parties should send a resume and cover letter outlining how they meet the requirements stated herein to jobs@angelesinvestments.com. Please combine the cover letter and resume into one file and include responses to the four questions below in the cover letter.
Cover Letter Questions
1. What core values or team dynamics are you looking for in your next role?
2. What specific aspects of our company’s mission or industry footprint compelled you to apply?
3. This role requires careful administration of client requests such as money movement, account maintenance, and paperwork. Please provide an example of successfully handling a complex client request and an example of troubleshooting a problem, including the solution.
4. In this role, you will work with multiple professionals across advisory and investment teams, in addition to vendors and clients. Please describe your experience managing competing priorities while maintaining a high level of accuracy and attention to detail.
Angeles Investment Advisors, LLC and its subsidiaries provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
At Angeles, we define sustainability as our efforts to collaborate across stakeholders to generate beneficial positive impact, based on our organizational values and those of our clients. Learn more about Angeles’ commitment here.
This job description is intended to describe the general nature and level of work being performed and is not an exhaustive list of all duties, responsibilities, or qualifications.