Operations Service Associate - Financial Planning - RIA

Operations Service Associate

  Location: Falls Church, VA

Job Type : Full-time, Flex hours, Remote 3 days/week

CJM is a leading financial advisory firm dedicated to providing comprehensive wealth management solutions to our clients. With a focus on personalized service and strategic financial planning, we empower individuals and families to achieve their financial goals and secure their financial future.

Position Overview:

The Operations Service Associate (OSA) is a key member of the firm’s operations team, supporting Financial Planners and managing the day-to-day operational needs that help deliver seamless, high-touch client experiences.

Responsibilities:

• Own operational and service requests from initiation through completion, ensuring accurate and timely processing and follow-up.
• Prepare and process account paperwork, including new accounts, maintenance, transfers, money movement, beneficiary changes, and other custodian-related requests.
• Maintain accurate client and household information within the firm’s CRM and other systems.
• Support client meeting preparation by gathering information, generating reports, maintaining records, and coordinating follow-up items.
• Assist with client onboarding, asset transfers, cash management, data reconciliation, and performance reporting.
• Serve as a liaison with custodians, vendors, and internal team members to research and resolve operational issues.
• Identify and escalate operational issues or process improvements that may impact efficiency or service quality.
• Maintain client confidentiality and adhere to firm compliance and regulatory requirements.

Preferred Qualifications:

• ·Bachelor’s degree in Business, Finance, or a related field preferred, or equivalent experience.
• 2–4 years of professional experience, preferably in financial planning, wealth management, or the RIA industry.
• Strong attention to detail, organizational skills, and ability to manage multiple requests through completion.
• Comfortable with technology and committed to continuous learning and process improvement.
• Experience with Salesforce, Orion, Pershing, or similar wealth management platforms is highly desirable.
• Strong written and verbal communication skills and a high level of professionalism.

Benefits:

• Competitive salary and bonus commensurate with experience.
• Comprehensive benefits package, including employer-paid health insurance, HSA, 401(k) with profit sharing and matching, E-ZPass reimbursement, and paid time off.
• Alternate Fridays off during the summer, flexible start times, hybrid work arrangement, and volunteer days.
• Professional development opportunities, including FPA membership, conference attendance, and continuing education support.
• Collaborative work environment focused on teamwork, learning, and professional growth.
• Compensation range: $60,000-$80,000 annually, plus eligibility for annual bonus and company perks.