Client Services Associate

Reach out to Michelle Espejo

via email or LinkedIn for additional information or questions regarding this listing.

Client Service Associate | Wealth Management Firm | REMOTE

Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path.

The role is offers strong work-life balance , meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise.

Responsibilities

• Manage new account openings, account maintenance, and client paperwork
• Process money movements, beneficiary changes, and other account transactions
• Communicate directly with clients to gather information and resolve requests
• Coordinate with custodians and internal teams to ensure timely processing
• Support insurance paperwork and client documentation
• Partner with advisors on day-to-day client service and operations
• Maintain accurate client records and support special projects

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn .

Requirements

• 2-5+ years of client service or operations experience within wealth management, an RIA, or broker-dealer
• California Life Insurance License REQUIRED
• Series 7 and 66 preferred
• Experience with account openings, maintenance, money movement, and client paperwork
• Strong client communication and relationship-building skills
• Highly organized with excellent attention to detail
• Independent broker-dealer experience preferred
• eMoney or similar financial planning software experience is a plus

Interested? Reach out to Michelle Espejo via email or LinkedIn .