Client Services Associate (Investment Operations)

Experience:

Mid Level Salary:

• $90,000 per year Job Details
• About the Role Begin in Investment Operations, transition to Client Services Associate within 6-12 months Work directly alongside advisors and client service teams in a boutique family office environment Build deep institutional knowledge of how a sophisticated wealth management practice operates before stepping into a client-facing role High-growth opportunity for an early-career professional looking to establish themselves Investment Ops Phase (months 1-12) Process new account paperwork & account transfers Prepare and distribute performance and portfolio reports Maintain data integrity across CRM and portfolio management systems CSA Phase (ongoing) Serve as a primary point of contact for assigned high-net-worth client families Respond to client inquiries with professionalism, accuracy, and discretion Prepare materials and summaries ahead of client review meetings Manage client onboarding from start to finish Coordinate between advisors, clients, and third-party service providers Process distribution requests, wire transfers, and account maintenance Maintain and update client records in CRM What We're Looking For 0-5 years of relevant experience Bachelor's degree in Finance, Business, Accounting, or related field Natural relationship builder A bit about us:•Recognized as a "Best Place to Work" for 11 consecutive years We are growing our team and seeking someone with a financial/ops background who is willing to spend 6-12 months in our Investment Ops department and then transition to a Client Services Associate role.

• Competitive Compensation Full benefits package 401(k) plan with 100% vested company match PTO + holidays Hybrid 3 days on site Collaborative, fun, flexible work environment Clear path to climb corporate ladder Hands-on training with real client exposure #accounting-finance #crm #portfolio #documentation #onboarding #relationship #hnw #client #investment #customer #family-office #workflow #advisory #uhnw #requests #inquiries #client-facing #approve-requests #investment-operations #new-account #tier1