Client Service & Operations Associate

CLIENT SERVICE & OPERATIONS ASSOCIATE

Location:

Westlake Village, CA 91362 | Fully onsite Pay:

$28–$40/hour, depending on experience + performance bonus opportunity Hours:

35–40 hours per week Career Focus:

Long-term client service, operations, and practice management POSITION OVERVIEW Join a boutique wealth management firm serving affluent and high-net-worth families. You’ll support client onboarding, account requests, scheduling, and daily operations while helping deliver a personalized client experience. This opportunity is ideal for someone who enjoys organization, accuracy, and follow-through and wants to build a lasting career in operations.

It is not a pathway to becoming a Financial Advisor. WHAT YOU’LL DO • Coordinate client onboarding and review documentation for accuracy and completeness. • Prepare and process account paperwork, wire requests, retirement account changes, and beneficiary updates. • Maintain accurate client records in Salesforce and other firm systems. • Schedule meetings, manage calendars, and track outstanding requests and deadlines. • Respond professionally to client inquiries by phone and email. • Support advisors with client communications, administrative needs, and account-related research. • Help improve internal processes and workflows. WHAT YOU’LL BRING • Strong attention to detail with a commitment to accurate paperwork and minimal errors. • Excellent organization, time management, and follow-through. • Professional written and verbal communication skills. • Ability to manage competing priorities and handle confidential information discreetly. • Proficiency with Microsoft Outlook, Word, and Excel; Salesforce experience is a plus. • Experience in banking, wealth management, financial services, client service, or administrative operations preferred. • Bachelor’s degree preferred. • Interest in a long-term career supporting clients and firm operations. COMPENSATION & BENEFITS • $28–$40/hour, based on relevant experience. • Performance bonus opportunity. • Employer 401(k) contribution equal to 3% of salary after one year of service. • Paid vacation and sick time. • Professional development and training. • Employer-sponsored healthcare is not offered. WHY JOIN? • Collaborative, supportive team environment. • Opportunity to become a trusted member of a growing boutique firm. • Meaningful work supporting long-standing client relationships. • Growth within client service, operations, and practice management; securities licensing is optional.