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Client Manager/Client Coordinator

Advisory
Full-time
Calabasas, CA

About the job

Morton Wealth is currently looking to add new talent to our growing team. We are a registered investment advisor that was formed in 1981 and manages roughly $2.3 billion in assets across 1,000+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not “Wall Street” as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow.


Our ideal candidate for this role will strive to reflect our core values in the following ways:

  • Excellence - Adds thoughtful and intuitive analysis when brainstorming with the team. Exceptional attention to detail. Works efficiently and requires little oversight
  • Ethical - Makes decisions in the best interest of the client and makes recommendations in the best interest of the client
  • Empowerment - Confident in recommendations and relays information in a way that is repeatable when the advisory team presents to clients. Desires to continue learning and take on a specialty
  • Empathy - Helps other team members by considering what they will need to be successful
  • Enjoyment - Personal goals are focused around the team, personal fulfillment and helping others


Daily responsibilities include:

  • Execute requests from advisory teams in a timely manner to meet client expectations
  • Initiation and/or tracking of document requests via Workfront
  • Complete advisory agreements and custodian documents with accurate information
  • Confirm all client information is collected and updated in firm records
  • Monitor custodial platforms for alerts related to client accounts
  • Management of client accounts and households through internal reporting system
  • Client portal management
  • Send documents to clients and follow up as needed
  • Update client records, as requested by advisory team
  • Ensure all client data is kept up to date, accurate and organized in the client folders


Core Competencies:

  • Manages Complexity – Making sense of complex, high quantity and sometimes contradictory information to effectively solve problems
  • Action-Oriented – Taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm
  • Interpersonal Savvy – Relating openly and comfortably with diverse groups of people
  • Demonstrates Self-Awareness – Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses

Our Offer:

  • Competitive compensation package
  • Retirement and health benefits
  • Transparent career tracks and opportunities for advancement within the organization

Apply here:

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