Sign upLog in

Client Services Associate (Investment Operations)

Jobot

Gilbert, AZ

Apply
JOB DETAILS
SALARY
$75,000–$90,000 Per Year
SKILLS
Accounting, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Customer Training, Data Quality, Finance, Financial Operations, High Net Worth, Investment Management, Legal, Onboarding, Performance Analysis, Sales Management, Team Player, Wealth Management
LOCATION
Gilbert, AZ
POSTED
Today
Launch your career at a top-tier family office. Start in investment operations and grow into a client-facing role supporting ultra-high-net-worth client!

This Jobot Job is hosted by: Danielle Liguori
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $75,000 - $90,000 per year

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.

Why join us?

· 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

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


Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com 🤖

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com