Client Service Associate - Investment Operations

Client Service Associate - Investment Operations Gould Asset Management Claremont, CA Job Details Full-time $26 - $33 an hour 1 day ago Benefits Paid holidays Health insurance 401(k) Flexible spending account Paid time off Parental leave 401(k) matching Retirement plan Qualifications Bachelor's degree Full Job Description Gould Asset Management is seeking an experienced professional to join our team as a Client Service Associate (CSA). This is initially a full-time, in-office position in Claremont, California; a hybrid schedule may become available as you demonstrate proficiency in the role. As a CSA, you will handle a range of responsibilities spanning investment operations and client relationship management. You will make clients feel cared for, solve complex problems, serve as a key support to senior client service staff, and work closely with the portfolio management team. This is a client-facing role, so we are looking for someone who is highly personable and comfortable working with a wide variety of clients. Gould is a close-knit, low-turnover firm where people build long careers. We manage over $1 billion for high-net-worth families and individuals, and we take a relationship-first approach to everything we do. If you are looking for a place where your work matters and your growth is supported, we would love to hear from you. What You'll Be Doing Investment Operations Work with clients, advisors, and custodians to respond to service requests promptly and with minimal disruption to the client Prepare and process client account paperwork and track open items with the utmost attention to detail Facilitate transfers of funds and securities Research and resolve complex client account-related issues Maintain client records and document account activities in our CRM (Salesforce) Reconcile daily cash flows across client accounts Prepare regular firm-wide and client reports Client Relationship Management Serve as a primary point of contact for clients and keep them informed on outstanding service requests Build trust and maintain professional rapport with clients via phone, email, and in-person meetings Coordinate with clients' accountants and attorneys on tax and legal matters Manage inbound calls and emails from clients and custodians Qualifications Bachelor's degree required Experience working at a Registered Investment Advisor (RIA), broker-dealer, or custodian preferred; financial fluency is a plus High level of accuracy and attention to detail Excellent verbal and written communication skills, including professional email etiquette Efficient time management and ability to juggle competing priorities Comfort navigating custodian platforms, document management systems, and CRM tools; experience with Salesforce, DocuSign, and/or Tamarac is a plus—training provided Notary public a plus Who You Are You have absolute integrity and deep respect for the confidentiality of client matters You are friendly, professional, and genuinely enjoy working with people You work independently, think critically, and take initiative without being asked You are curious and quick to pick up new tools and processes

Compensation & Benefits Salary Range:

$26-$33 per hour, commensurate with experience. Benefits include health insurance, 401(k) with employer match, paid time off, and paid market holidays. This is initially a full-time, in-office position; a hybrid schedule may become available as you demonstrate proficiency in the role. How to Apply Interested candidates, please submit a resume and a personalized cover letter explaining why this position interests you and why you would be a good fit. Applications without both a resume and a cover letter will not be considered. Please upload your cover letter as a separate document when prompted during the application process, or combine it with your resume into a single PDF. We thank all applicants for their interest; however, only those being considered for an interview will be contacted. No phone calls, please. About Gould Asset Management Gould Asset Management is a fee-only registered investment adviser based in Claremont, California, managing over $1 billion in assets. We build individually customized portfolios of stocks, bonds, mutual funds, exchange-traded funds, and options for individuals and organizations. Our clients are primarily high-net-worth families and individuals nearing or in retirement, with portfolios typically ranging from approximately $1 million to over $20 million. For more information, please visit gouldasset.com.

Job Type:

Full-time Pay:

$26.00 - $33.00 per hour

Benefits:

401(k) 401(k) matching Flexible spending account Health insurance Paid time off Parental leave Retirement plan

Physical Setting:

Office Application Question(s): Did you submit a resume and cover letter?

Education:

Bachelor's (Required) Ability to

Commute:

Claremont, CA 91711 (Required)

Work Location:

In person