Whittier Advisors, LLC is seeking a Client Service Associate to join their team in Los Angeles, CA. The role involves collaborating with Relationship Managers and Portfolio Managers to deliver high-touch service to high-net-worth individuals, families, and institutions.

As a Client Service Associate, you will coordinate with Portfolio Managers and Relationship Managers to support the advisory process, engage in strategic conversations with clients, build client relationships, attend meetings, respond to client requests, assist with presentation materials, manage projects, document client interactions, prepare paperwork, facilitate cash and security movements, and support business development initiatives.