Vontobel · 9 hours ago
Client Associate / Office Manager
Los Angeles/ 10100 Santa Monica Blvd
Full-time
Onsite
Mid LevelVontobel is a family-owned financial services company seeking a Client Associate / Office Manager for their newly established Los Angeles branch. This role involves managing client portfolios, overseeing account administration, and ensuring smooth office operations while providing high-level client service.
Asset ManagementBankingFinancial Services
Responsibilities
Take ownership and support the management of a client portfolio, putting the client’s needs in first place
Be the go-to expert when it comes to the administration of the client’s accounts (openings, closings, cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.)
Use keen foresight in anticipating new risks through the accurate monitoring of risk and compliance indicators
Guide the relationship managers in KYC related matters, support them in the organization of client meetings and in the preparation of investment proposals
Serve as the single point of contact for all facility management-related topics, ensuring smooth operations and addressing any issues promptly
Provide hands-on support for facility-related tasks, including minor repairs, furniture assembly, and equipment setup
Collaborate with internal teams and external vendors to manage office renovations, general cleaning topics, or reconfigurations
Qualification
Required
Previous experience in a similar position within the banking industry
Fluency in English and effective communication skills
A strong team-player and a strong interest for a high-level client service
Good understanding of financial products and markets
Excellent IT skills (software tools, MS office)
Preferred
Additional languages would be an advantage
Benefits
Top Los Angeles location
All the latest technology to help you excel and advance.
Agile environment in how we think, the way we work and our trust for each other.
Flat hierarchy with collaboration on all levels.
Company
Vontobel
Vontobel Asset Management is an active global multi-boutique asset manager with specialist investment expertise.
Founded in 1924
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$226.17M2025-03-26Post Ipo Debt· $226.17M
2001-06-11IPO
Leadership Team
Christel Rendu de Lint
Co-Chief Executive Officer
Georg Schubiger
Co-Chief Executive Officer
Recent News
Institutional Investor
2025-06-05
2025-04-27
Company data provided by crunchbase