Client Services Associate

Client Services Associate

LHH is seeking a motivated Client Services Associate who recognizes the importance of delivering exceptional service and fostering lasting client partnerships. This position offers significant interaction with clients, financial professionals, and leadership teams on a regular basis. Because priorities and assignments can shift frequently, the successful candidate will gain exposure to many areas of the organization. This opportunity is well-suited for someone who is eager to grow professionally, enjoys a fast-paced environment, and takes pride in producing high-quality work.

Our firm is built on a client-focused philosophy, emphasizing trust, integrity, and long-term relationships.

Key Responsibilities:

• Provide administrative and operational assistance to advisory staff
• Serve as a point of contact for client inquiries and communications
• Collaborate with internal departments to help resolve client matters
• Assist with preparing investment reports, analyses, and presentation materials
• Conduct general market and account-related research
• Support additional projects and responsibilities as assigned

Preferred Qualifications and Skills:

• Strong interpersonal, communication, and customer service abilities
• Professional, polished, and personable demeanor
• Commitment to integrity and confidentiality
• Ability to work effectively within a collaborative team setting
• Highly organized with strong time management and multitasking skills
• Self-motivated and capable of working independently
• Proficiency with Microsoft Office applications, including Excel, Word, and Outlook
• Prior experience in financial services, wealth management, or brokerage operations preferred
• Industry licensing such as Series 7 and Series 63 is a plus, but not required

We offer:

• A stable and friendly work environment
• Opportunities to learn
• Health and life insurance
• Flexible spending accounts
• 401(k) with profit sharing
• Paid vacation and sick days

Pay Details: $50,000.00 to $68,000.00 per year

Search managed by: Marissa Moore

Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Ref: US_EN_27_814511_3126750