Client Services Associate
$85k - $110kStrategic Employment
SENIOR CLIENT SERVICE ASSOCIATE — WEALTH MANAGEMENT
Woodland Hills, CA | Onsite | Base $85–110K | Discretionary bonus
We're recruiting on behalf of a well-established boutique RIA that is deliberately expanding its client service team. This is a net-new senior seat, not a backfill, driven by growth. You'll be working directly with high-net-worth clients, owning account operations end-to-end, and mentoring junior associates as the team scales. The right person takes ownership, communicates proactively, and genuinely thrives in a senior client service role.
This is a small, tight-knit team with a client-first culture. Type A, self-directed, and detail-oriented is the standard here, not the exception. This is a firm where strong CSAs are valued and have a real path to grow within the client service and operations track long-term.
COMPENSATION: Up to $85,000–$110,000 + Discretionary Bonus + Benefits
LOCATION: Fully on-site in Woodland Hills, 5 days/week — no exceptions
Q UALIFICATIONS:
- 3+ years of Senior CSA experience
- RIA or wealth management firm background
- Direct HNW client interaction
- Full ownership of account ops — openings, transfers, ACATs
- Schwab Advisor Services experience (Tamarac a plus)
- Experience mentoring or guiding junior staff
- Series 65 preferred but not required
**US Citizens and Permanent Residents are welcome to apply. Unable to provide sponsorship at this time.**
Vacancy posted a month ago
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