Senior Associate, Client Relationship Manager

Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Senior Associate, Client Relationship Manager, to make an immediate impact by supporting and working alongside Advisory teams in all aspects of wealth management. Lido’s vision is to be recognized as the pre-eminent wealth advisory firm delivering an essential service to our clients.

The Senior Associate enhances the client experience by providing exceptional client service through operational support to one or more Wealth Advisors. Senior Associates work in a complex, team-oriented, and fast-paced environment to deliver comprehensive investment and wealth strategies to clients. Lido Advisors offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients.

Duties and Responsibilities:

• Cultivate and enhance new and existing relationships with active communication with clients, processing client requests, and resolving inquiries.
• Prepare for client meetings by collecting financial information, completing various financial analyses, and creating presentation materials for meetings.
• Coordinate the deployment of investments for client allocations and portfolio rebalances to include executing and reconciling trades as directed by Senior Wealth Managers.
• Maintain and track prospect and client engagement in the relationship management system.
• Act as subject matter experts for all client service-related processes and systems, and promote best practices for junior team members.
• Review and facilitate resolution of client inquiries and operational items.
• Assist Wealth Advisors Team in preparing allocations and coordinating investments according to the firm's and strategy stated guidelines.
• Manage the onboarding of new client accounts, which includes collecting required documents and client information through in-person meetings or on calls with clients.
• Prepare and process complex alternative investment paperwork with a high level of accuracy.
• Liaise with custodian partners and internal departments.
• Support the team’s overall strategy by preparing regular or ad hoc reports, marketing, and other materials for client meetings.