Client Services Associate | Cooper McManus Wealth Management
Irvine, CA | Full-Time | 100% onsite
Cooper McManus is an established Irvine wealth management firm managing over $2.5B for high-net-worth individuals and families. We're hiring a Client Services Associate to keep our advisors' operations running smoothly and give clients a first-rate experience at every touchpoint.
WHAT YOU'LL DO
- Open new accounts: process DocuSigns and resolve NIGOs
- Manage advisor calendars; schedule and confirm client meetings
- Correspond with clients on paperwork, asset transfers, and account maintenance
- Troubleshoot client account issues
- Document notes and maintain records in Salesforce
- Collect confidential client documents and send tax information
- Support cashiering, insurance applications, and quarterly performance reports
WHAT YOU BRING
- Bachelor's degree
- 2-3+ years in financial services
- Fluency in Salesforce, DocuSign, Excel, Word, Outlook, Teams, and Zoom
- Hands-on experience with Charles Schwab's advisor/custodial platform, including processing new account applications, account transfers, and maintenance requests; resolving NIGOs; and tracking applications through completion.
- Strong organization: you plan ahead, prioritize, and meet multiple deadlines
- Clear, courteous communication with clients, colleagues, and outside professionals
- A team-first attitude and willingness to pitch in where needed
WHO THRIVES HERE
Someone who likes a fast pace, catches the details others miss, and solves problems without waiting to be asked. There is room to grow with a firm that expects excellence.
Interested, or know someone who'd be a great fit? Apply through our recruiting partner, Widger Talent via LinkedIn or by emailing your resume and statement of interest directly to caeli@widgertalent.com. We respond to qualified candidates within 24 hours.