Find & Apply For Customer Service Representative Jobs in Westlake Village, California

Location:

Westlake Village, CA Job Type:

Full-Time Compensation:

$28.00 - $40.00 per hour, depending on experience, plus performance bonus and benefits Are you the person who catches the typo no one else sees, notices when a form is missing a signature, and remembers the follow-up everyone else forgot? Do you enjoy creating order, keeping projects on track, and ensuring nothing falls through the cracks? We're seeking a highly organized, detail-oriented Client Service & Operations Associate to become an integral part of our boutique wealth management firm. This is an ideal opportunity for someone who enjoys supporting clients and a professional team, takes pride in accuracy, and is looking for a long-term career in client service and operations. You'll play a critical behind-the-scenes role in delivering an exceptional client experience while supporting affluent and high-net-worth families. If you enjoy checklists, follow-through, and getting things right the first time, we'd love to meet you. Is This Role Right for You? This role is ideal for someone seeking a long-term career in client service, operations, and practice management. It is not intended as a stepping stone to becoming a Financial Advisor. Successful Client Service & Operations Associates are organized, proactive problem-solvers who enjoy creating order, managing competing priorities, and delivering exceptional service. About Us We are a boutique wealth management practice serving multigenerational affluent and high-net-worth families. We help clients navigate complex financial decisions involving retirement planning, education funding, tax-efficient wealth transfer, income strategies, risk management, and long-term wealth preservation. Our clients trust us with some of life's most important decisions, and exceptional service is at the center of everything we do. What You'll Do As a Client Service & Operations Associate, you'll be an essential part of the team responsible for delivering a seamless client experience and supporting the firm's day-to-day operations. Responsibilities Coordinate and manage client onboarding from start to finish. Collect, review, and organize client documentation for completeness and accuracy. Maintain accurate client records within Salesforce and other firm systems. Schedule meetings, manage calendars, and coordinate follow-up items. Prepare client paperwork, forms, and operational requests. Provide timely, accurate, and personalized support to clients by phone and email. Track outstanding items and ensure deadlines are met. Assist advisors with client service, communications, and operational needs. Research and resolve administrative and account-related inquiries. Support firm operations and help improve internal processes and workflows. Who Thrives in This Role? The most successful person in this position: ✅ Enjoys structure, organization, and follow-through ✅ Finds satisfaction in accuracy and getting the details right ✅ Enjoys being the person others rely on to keep things on track ✅ Takes ownership and consistently follows tasks through to completion ✅ Is dependable, proactive, and highly accountable ✅ Enjoys supporting clients and helping a team succeed ✅ Can manage multiple priorities without sacrificing quality ✅ Communicates professionally and confidently ✅ Wants to build a long-term career in client service, operations, and practice management Qualifications Bachelor's degree preferred Demonstrated ability to manage multiple priorities while maintaining exceptional accuracy and attention to detail Strong organizational and time-management skills Strong written and verbal communication skills Ability to handle confidential information with discretion and professionalism Proficiency with Microsoft Office (Outlook, Word, and Excel); experience with CRM systems such as Salesforce is a plus Prior experience in wealth management, banking, financial services, client service, or administrative operations is preferred Commitment to delivering an outstanding client experience What We Offer Competitive compensation Performance bonus opportunity 401(k) Paid time off Professional development and training Opportunity to become a key member of a growing, respected firm A collaborative and supportive team environment Career Growth We believe great operations professionals are invaluable. This role offers opportunities for increased responsibility, specialization, and advancement within client service, operations, and practice management. While securities licensing is available for those who choose to pursue it, success in this position is not dependent on obtaining licenses.

Pay:

$28.00 - $40.00 per hour Expected hours: 35.0 - 40.0 per week

Benefits:

401(k) Paid time off Application Question(s): Why are you interested in this role? Describe your ideal job in 3 to 5 sentences. Please include a brief cover letter describing a time when your attention to detail prevented a mistake or improved a process. Applicants who submit a cover letter will receive additional consideration. Ability to

Commute:

Westlake Village, CA 91362 (Preferred)

Work Location:

In person