Client Services Associate

Client Services Associate

Boutique Wealth Management Firm

Irvine, CA

Overview

Boutique Wealth Management Firm in Irvine, CA serving high net worth clientele seeks a Client Services Associate to support Private Wealth Clients and Advisors by taking initiative in planning support, meeting preparation, and plan administration.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

• Serve as a key planning resource for multiple advisors by owning meeting preparation and follow-up, including plan updates in eMoney, data gathering, and checklist management
• Build, update, and maintain financial plans in eMoney; ensure data integrity and readiness for advisor-led client meetings
• Coordinate new account opening and client onboarding on the LPL platform in partnership with operations
• Maintain organized client documentation and deliver clear, client-ready summaries and action lists
• Help advisors stay client-facing by streamlining planning workflows across offices as needed; participate in the growth of a dynamic, independent RIA
• Enjoy a strong culture of teamwork, work life balance, and personal and professional development, with a competitive compensation package ($75,000 – $110,000 base plus bonuses ranging from $3,000 – $10,000, and excellent benefits)

Requirements

• Bachelor’s Degree
• 3+ years experience Client Service Operations within Financial Services or at an RIA
• Hands-on experience with eMoney and a modern CRM (WealthBox or similar); familiarity with LPL systems preferred
• Series 7 or 66 or Series 65 preferred