Associate, Client Relationship Manager

Job description

Description Lido Advisors, LLC, an established and expanding wealth management firm is looking for an Associate, Client Relationship Manager, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. Lido’s vision is to be recognized as the pre-imminent wealth advisory firm delivering an essential service to our clients. The Associate, Client Relationship Manager, enhances the client experience by providing exceptional client service through administrative and operational support to one or more Wealth Advisors. Client Relationship 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, our clients and Lido. Duties and Responsibilities: - Identifying and recommending position changes consistent with each family's Investment Policy Statement, balancing target allocations with tax considerations - Utilizing custom models to help Advisors monitor client adherence to model allocations, cash reserves, and Lido-man...