Client Service Specialist

Overview At Monograph, we believe a family’s wealth is an expression of effort, industry, history, values, and purpose. This is why we proudly advise individuals and families who have or are creating multigenerational wealth. We serve as a fiduciary to our clients, providing thoughtful guidance, disciplined planning, and a client experience designed to help families make informed decisions with clarity and intention. The client service team plays a critical role in advancing this mission. Through attentive client support, thoughtful coordination, and a commitment to accuracy and responsiveness, our client service team helps facilitate a seamless experience for our clients and advisors. By cultivating deep client relationships, managing complex financial planning needs, and supporting the day-to-day delivery of wealth management services, the team is foundational to serving clients with consistency, care, and excellence. Position Client Service Specialist – Manhattan Beach, CA. Reporting to the Client Service Manager, the Client Service Specialist will interface with and support ultra high net worth client relationships and contribute to the day-to-day execution of client service operations. This role is responsible for delivering a high level of service across all client interactions, supporting Advisors in implementing client strategies, and ensuring the accuracy, timeliness, and completeness of all client-related activities. The Client Service Specialist plays an integral role in coordinating service delivery, maintaining organized workflows, and contributing to a seamless and consistent client experience. In close partnership with Advisors and internal team members, the role helps translate client needs into thoughtful, well-executed service. The ideal candidate is highly organized, detail-oriented, and thrives in a collaborative, fast-paced environment. They bring a strong commitment to delivering an elevated, responsive, and high-touch client experience while maintaining operational discipline and attention to detail within a growing firm. Skills and Experience Required Financial literacy regarding various types of investment accounts (IRAs, Trusts, 401(k)s, Donor Advised Funds etc.), securities (stocks, bonds, mutual funds, CDs, etc.), and client account administration (RMDs, ACATs, cashiering/wires, journals, account opening, grant request fulfillment, etc.). Advanced use of Microsoft Office suite including Excel, Word, Outlook, PowerPoint, advanced typing skills (60+ wpm), and comfort with computer applications and systems. 4-year undergraduate degree and at least 3 years of relevant work experience for a financial services firm. Preferred Strong working knowledge of custodial platforms (e.g., Fidelity Wealth Central, Schwab Institutional, Pershing NetX360), CRM platforms (e.g., Salesforce, RedTail), data aggregation & portfolio reporting platforms (e.g., Addepar, Black Diamond, Envestnet/Tamarac, Orion), financial planning platforms (e.g., eMoney, MoneyGuidePro) and eSignature platforms (e.g., Docusign). Experience with securities trade processing. Interest in advanced education as a financial professional, e.g., CFP® designation. Duties New Client Onboarding Process: Receive new client introductions from Advisors and work with new clients to open custodial accounts (primarily Fidelity, Schwab, & Pershing, but Monograph works with many other custodians for accounts such as 529 plans and specialized trust companies), transfer accounts, prep advisory agreements, facilitate billing information, shepherd and reconcile transfers of any accounts, initiate any specific requests and/or mandatory items such as RMDs, automatic income distributions, etc., set up permanent folder systems, and enter client data in CRM along with scheduled follow-up items, and generally maintain client onboarding checklists. Current Client Administrative and Cashiering Services: Field calls/email requests from clients for wires, deposits (confirming Advisors are notified), develop strong rapport with key clients and family office administrators (for those clients that have family offices not run by our firm) to understand the ongoing administrative service needs associated with the family or business and proactively handle client items. These often include annual RMDs, 1099 and cost basis requests, statement copies, tracking periodic scheduled items such as Investment Policy checks, annual review invites, maintaining appropriate client files for compliance books and records purposes, etc. Portfolio Reporting and Analysis: Execute quarterly performance reporting process which includes reconciling client AUM in reporting platform vs custodial statement/online quarter-end balances, data entry of alternative and manually tracked assets, coordination with portfolio reporting service firm to confirm all client reports are generated and accurate, separation of reports by Advisor and notification to Advisor for review/approval of reports, final packaging and mailing/emailing/uploading of reports, generation of intra-quarter performance reports for quarterly updates and client meetings. Provide performance related commentary for refinement and use with clients. Financial Planning & Wealth Management Applications: Analyze information obtained from clients to assist with determination of strategies for meeting clients’ financial objectives. Assist with project-related and recurring wealth management applications. Assist with asset allocation and portfolio management decisions. Salary and Benefits Monograph offers a base salary and discretionary bonus, with a current base salary range of $80,000 - $140,000, determined by leadership scope, team oversight, experience, certifications, and other factors. The discretionary bonus is currently paid quarterly and determined by individual performance, firm performance, and market and other factors. Additional benefits include health care benefits, paid time off, and a 401(k) plan with employer match. Monograph also supports continuing education efforts (e.g., notary, CFP®, CFA®, educational courses). This position is open immediately and until filled. Interested applicants should provide their resumes with a cover letter via LinkedIn or to View email address on click.appcast.io. No phone calls please. Monograph Wealth Advisors is an Equal Opportunity Employer, recruiting and hiring qualified candidates without regard to actual or perceived age, race, color, national origin, religion, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. #J-18808-Ljbffr Monograph Wealth