Client Operations Associate

Are you someone who brings passion into everything you do? Does it make you feel good to take ownership of a task, make sure it is performed with quality and accuracy and provide an excellent customer experience? If you love a combination of client service and rolling up your sleeves to check things off your list, then this opportunity could be your perfect fit.

We are seeking a Client Operations Associate to support our clients and financial advisory team.

This Client Operations Associate opportunity will provide you with a positive work environment and an opportunity to make an impact in the lives of clients. Your effectiveness in this position is directly linked to our clients satisfaction and our reputation for service. Join our work family where you will receive mentorship, guidance and comradery from our team.

As the Client Operations Associate, you will:

• Complete all client service requests (i.e. open accounts, transfer money, research service questions, process forms, onboard new customers, and support our financial advisors)
• Coordinate with the financial advising team and complete follow up tasks resulting from client advising meetings or phone calls
• Assist with compliance tasks (i.e. submitting client correspondence, meeting forms, monthly reports)
• Navigate, enter data, and run reports in CRM (Redtail) and LPL Financial ClientWorks systems

A successful Client Operations Associate is a people person with a strong attention to detail. The right fit for the team shares our firm core values of excellence, ownership, integrity, accountability, innovation, and team above self.

Client Operations Associate Qualifications The Must-Haves (Required)

• Positive attitude that aligns with our mission statement of helping our clients live their life abundantly
• Resourceful when learning new things or solving problems (you try to figure it out before you ask)
• Adaptable to change including ability to quickly reorder priorities when needed
• Comfortable working in an environment that can be quiet at times (we are a small office)
• Proficient in MS Office programs (i.e. Excel, Word, PowerPoint, and Outlook)
• Ability to report in office 100% in Roseville, California

Client Operations Associate Qualifications The Like-to-Haves (Desired, not Required)

• Prior experience supporting a financial advisor in client operations or sales support role
• Prior experience in wealth management, financial services, or other professional services industry
• Desire for upward growth (we can offer a variety of opportunities as you grow your career, if you want to learn new things. If you are happy in a supporting role, we are happy with that, too.)

Compensation and Other Perks

This role is exempt, salaried. Compensation target $65,000 plus profit share options.

We offer medical insurance options with employer contribution, sick leave, competitive paid time off, 401(k) with profit sharing and eligibility for annual bonuses.


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