Client Service Associate at California Wealth Transitions

San Diego, California, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Aug, 26

Salary

70000.0

Posted On

22 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Account Onboarding, CRM Management, Microsoft Office Suite, Financial Documentation, Administrative Support, Communication, Organization, Attention To Detail, Time Management

Industry

Financial Services

Description

About Us California Wealth Transitions is a growing financial management firm dedicated to helping clients navigate life’s financial milestones with confidence. We pride ourselves on delivering exceptional client service, tailored financial strategies, and a highly collaborative team culture. Position Overview We are seeking a motivated, detail-oriented Client Service Associate to join our team. This entry-level role is ideal for someone looking to begin a long-term career in financial services. You will work closely with advisors and operational staff to support client relationships, ensure smooth account workflows, and maintain a high standard of service. Key Responsibilities • Provide friendly, responsive support to clients via phone, email, and in person • Assist with onboarding new clients, including preparing forms and gathering documentation • Process account opening, transfers, money movement, and other service requests with accuracy • Maintain and update client records in CRM and custodian platforms • Schedule client meetings and prepare meeting materials • Coordinate with advisors on follow-up tasks and outstanding items • Handle general office administrative duties and support team operations • Maintain confidentiality and ensure compliance with industry regulations Qualifications • Bachelor’s degree preferred (Finance, Business, Communications, or related field) • Strong organizational skills and exceptional attention to detail • Excellent verbal and written communication skills • Ability to manage multiple tasks and meet deadlines • Positive attitude and willingness to learn • Proficiency in Microsoft Office Suite; familiarity with CRM systems a plus • Customer service or administrative experience is helpful but not required What We Offer • Hands-on training and mentorship • Opportunities for career growth within the firm • Collaborative, team-oriented environment • Competitive compensation and benefits package • Exposure to financial planning, wealth management, and investment operations

Responsibilities

The role involves providing responsive support to clients and assisting with the onboarding process and account workflows. Additionally, the associate will maintain client records in CRM platforms and coordinate administrative tasks for advisors.