TITLE:
Client Service Associate (CSA)
SALARY RANGE:
$70,000 - $95,000 base salary, plus performance-based bonus and profit sharing
POSITON OVERVIEW:
Experienced CSAs will work alongside Advisors in a fast-paced, environment to provide distinguished client service. You will master foundational operations that are the backbone of portfolio management while gaining extensive industry knowledge through our access to cutting edge investment research.
DUTIES AND RESPONSIBILITIES:
• •Provide a variety of operational services to clients such as account onboarding and maintenance, money movements and private investment subscriptions
• •Become proficient in the different types of taxable and tax-exempt accounts available to investors along with the basics of estate planning vehicles
• •Develop working relationships with colleagues, custodians, and client intermediaries (accountants, business managers, attorneys, etc.) to ensure a high level of service
• •Work autonomously and in committees on various projects to implement firm wide improvements and changes
• •Attend in-person meetings and private webinars with leading fund managers and investors who specialize in a vast array of asset classes (opportunistic real estate, private equity, distressed credit, etc.)
SKILLS AND QUALIFICATIONS:
• •Strong written and verbal communication
• •Time management and prioritization skills
• •Focused work ethic and attention to detail
• •Ability to learn quickly and think on your feet
• •Experience with Microsoft Excel, PowerPoint, and Word
• •Authorization to work in the U.S.; we are unable to provide sponsorship
ABOUT EVOKE:
Evoke Advisors is a Registered Investment Advisor (RIA) founded in 2019 by a team of impassioned, independent, entrepreneurial thinkers with decades of experience advising ultra-high net worth individuals, families and non-profit institutions. Headquartered in Los Angeles, CA, Evoke offers an innovative client-centric wealth management platform designed to bring our clients beyond the traditional to uncover unique opportunities for preserving and growing their wealth.
Evoke currently manages over $25 billion as of 12/31/24 in assets and was named the No. 1 RIA firm in America by Forbes in2023. [DK1]
Forbes 2024 America's Top RIA Firms
*Source: The Forbes “America’s Top RIA Firms” list published by Forbes/SHOOK® Research, LLC (“SHOOK®”). Ranking published on October 25, 2022, and based on data as of December 31, 2021, as provided by SHOOK®. Evoke neither received from nor provided compensation to Forbes/SHOOK® with respect to this ranking.
**Source: The Forbes “America’s Top RIA Firms” list published by Forbes/SHOOK® Research, LLC (“SHOOK®”). Ranking published on October 10, 2023, and based on data as of March 31, 2023, as provided by SHOOK®. Evoke neither received from nor provided compensation to Forbes/SHOOK® with respect to this ranking.
***Source: The Forbes “America’s Top RIA Firms” list published by Forbes/SHOOK® Research, LLC (“SHOOK®”). Ranking published on October 8, 2024, and based on data as of March 31, 2024 as provided by SHOOK®. Evoke neither received from nor provided compensation to Forbes/SHOOK® with respect to this ranking.
For the 2022, 2023 and 2024 Forbes “America’s Top RIA Firms” rankings, Forbes accepts advisors who meet pre-determined minimum thresholds and acceptable compliance records. America’s Top RIA Firms ranking is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients.
These rankings should not be interpreted as an endorsement and no ranking or award implies any level of skill or training. Rankings and recognition from Forbes are no guarantee of the advisor’s, or Evoke’s, future investment success. Evoke is not affiliated with Forbes/SHOOK®. Past performance does not guarantee future results.
