Client Service Associate- Lindbrook Capital

Job description

Your Future Team Lindbrook Capital is a boutique wealth management practice providing investment consulting and financial planning services to affluent families, individuals, foundations and endowments. With offices in both California and New York, our team works across specialties to offer comprehensive and objective advice and a true partnership to each client we serve. This role assists in providing customer service to our clients, as well as running day-to-day operations within the practice. Successful candidates will be analytical thinkers and self-starters comfortable with extensive client contact, resolving most questions and problems independently. Candidates must be eager to work in a team environment and be willing to “wear all hats.” This role will perform other work with substantial variety and complexity, with increased decision-making responsibility over time for a long-term career path. What You’ll Do: - Delivering service both internally and externally - Serving on client team with advisor (s) as the primary contact for clients, addressing inquiries and providing client service through phone, email, and in-person interactions - Onboarding new clients and supporting...