Client Associate / Office Manager

What would your role be?

• 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.

What are we looking for?

• Previous experience in a similar position within the banking industry.
• Fluency in English and effective communication skills. Additional languages would be an advantage.
• 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).

What do we offer?

• 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.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

Why Vontobel?

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability. Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.

Do you want to be Vontobel?