Senior Client Operations Associate

Overview

Role focused on managing operational workflows in a wealth management firm.

Ideal candidate has 5+ years in financial operations with strong communication skills.

Locations

• United States, California

Requirements

• 5+ years in financial operations
• Bachelor's degree preferred
• Familiarity with RIA environments
• Understanding of basic accounting and legal processes
• Experience with CRMs like Wealthbox

Responsibilities

• Manage client documentation
• Respond to service requests
• Initiate ACHs and wire transfers
• Maintain financial records
• Compile planning documents
• Support compliance workflows
• Communicate with cross-functional teams
• Identify process inefficiencies

Benefits

• 15 days PTO
• Discretionary bonuses
• 100% remote
• Work-life integration
• Collaborative team environment