Advisor Ops Specialist: End-to-End Service & Efficiency

Signature Estate & Investment Advisors, LLC; Los Angeles (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

Signature Estate & Investment Advisors, LLC is seeking an intermediate operations professional to manage end-to-end client service workflows and support a range of advisor teams in Los Angeles. The role balances execution with problem-solving and proactive service delivery.

The position emphasizes ownership of the request lifecycle, mentorship of junior staff, and collaboration across operations. Licensing is required or in progress (Series 7/66).

Qualifications

• End-to-end client service and operations workflows.
• Regulatory and firm compliance awareness.
• Ability to train and coach junior staff.

Responsibilities

• Manage end-to-end workflows for client service and operational requests
• Serve as operations contact for assigned advisor teams
• Resolve moderately complex issues (trading, transfers, onboarding, alternative investments)
• Proactively monitor accounts and identify service needs or risks
• Ensure compliance with firm and regulatory requirements
• Assist in training junior staff and improving processes
• Ownership of full request lifecycle and process improvements
• Collaboration across operations and CSA functions

Skills

Client service

Operations management

Problem solving

Analytical thinking

Mentorship

Reporting

Cross-team collaboration

Time management

Education

Licensing: Series 7 or 66

Tools

CRM software

Job description

Signature Estate & Investment Advisors, LLC is seeking an intermediate operations professional to manage end-to-end client service workflows and support a range of advisor teams in Los Angeles. The role balances execution with problem-solving and proactive service delivery.

The position emphasizes ownership of the request lifecycle, mentorship of junior staff, and collaboration across operations. Licensing is required or in progress (Series 7/66).