Client-Centric Wealth Operations Specialist

Jambalaya Group; Calabasas (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Paid time off

401(k) with employer match

Long-term disability

Job summary

Jambalaya Group in Calabasas, CA is seeking an Operations Specialist to support the advisory team with client service delivery and operational execution. You will coordinate client onboarding workflows, maintain CRM data, and help drive marketing initiatives to enhance the client experience.

The role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced wealth management environment.

Qualifications

• 2+ years in financial services, wealth management, or professional services operations.
• Experience with CRM systems (Salesforce or similar preferred).
• Strong organizational and project management skills.
• High attention to detail with accuracy and follow-through.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced, client-focused environment.
• Familiarity with financial services compliance standards (preferred).

Responsibilities

• Client Service: implement and maintain standardized service processes to ensure a high-quality client experience.
• Practice & Business Operations: support daily operations, manage the CRM for data accuracy and reporting, and oversee office operations.
• Marketing & Event Coordination: assist in developing and executing a 12‑month marketing calendar and coordinate client events.

Skills

Organizational skills

Project management

Attention to detail

Written communication

Verbal communication

CRM experience

Multitasking

Education

College degree preferred

Tools

Salesforce

Job description

Jambalaya Group in Calabasas, CA is seeking an Operations Specialist to support the advisory team with client service delivery and operational execution. You will coordinate client onboarding workflows, maintain CRM data, and help drive marketing initiatives to enhance the client experience.

The role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced wealth management environment.