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Client Service Associate

Claire Myers Consulting

El Segundo, CA

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JOB DETAILS
SALARY
$105,000–$120,000 Per Year
SKILLS
Benchmarking, Best Practices, CRM Integration, Communication Skills, Contact Management, Customer Experience, Customer Relationship Management (CRM), Customer Service Operations, Customer Support/Service, Data Quality, Detail Oriented, Develop and Maintain Customers, Documentation, Fee Schedule, Follow Through, Funding, Maintenance Services, Meeting Minutes, Multiplatform/Cross-Platform, Onboarding, Operational Improvement, Operational Support, Presentation/Verbal Skills, Sales Management, Team Player, Time Management, Wealth Management, Writing Skills
LOCATION
El Segundo, CA
POSTED
Today
Compensation: $105,000 - $120,000 base salary + benefits

About Our Client:

Our client is a growing, high-touch wealth management firm that delivers a highly personalized experience to a sophisticated client base. They are in an exciting phase of growth and building the operational infrastructure to support that expansion.

This hire will play a central role in keeping client service, investment operations, and alternative investment workflows running smoothly and accurately.

The Opportunity:

This is an ideal role for a detail-oriented, experienced wealth management professional who enjoys owning processes from start to finish.

A portion of the position is focused on alternative investments, making it a strong fit for someone who thrives in complex, deadline-driven environments and takes pride in precision, follow-through, and accountability.

You will be a key partner to advisors and clients, ensuring that accounts, reporting, and service workflows are executed at a high level.

Key Responsibilities:

Alternative Investment Operations:

  • Coordinate subscriptions, funding, redemptions, and ongoing servicing
  • Support exchange fund activity (including 1031 and 351 transactions)
  • Maintain internal tracking to ensure requests move forward efficiently
Custodian & Account Management:
  • Open and maintain accounts across custodians (Schwab, Fidelity, etc.)
  • Support householding and account maintenance
  • Handle service requests, paperwork processing, and follow-ups
  • Maintain current DocuSign templates and custodian forms
Systems & Data Integrity:
  • Maintain account and portfolio accuracy in Black Diamond
  • Update benchmarks, fee schedules, naming conventions, and classifications
  • Support integrations across CRM, eMoney, and Nitrogen
  • Resolve duplicates, outdated records, and data inconsistencies
  • Ensure systems are client-ready and operationally accurate
Client Service & Ongoing Relationship Support:
  • Conduct 30-day onboarding check-ins
  • Coordinate annual client information reviews
  • Assist clients with custodian portals and reporting access
  • Maintain accurate beneficiary documentation
  • Live onboarding
Projects & Firmwide Support:
  • Contribute to operational improvement initiatives
  • Document processes and meeting notes within the CRM
  • Provide administrative backup support when needed
  • Maintain internal contact lists and communication tools
Qualifications:
  • 5-8 years of experience in wealth management operations or client service
  • Strong familiarity with alternative investment workflows (preferred)
  • Experience working with custodians and multiple advisory platforms
  • High attention to detail and strong deadline management
  • Ability to work independently and take ownership of processes
  • Strong written and verbal communication skills
  • Flexible and solutions-oriented in a fast-moving environment
Why This Role:
  • Opportunity to join a growing firm where your impact is visible and valued
  • High level of ownership and autonomy
  • Ability to help shape operational infrastructure and best practices
  • Collaborative, client-first culture

About the Company

C

Claire Myers Consulting

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