Client Experience & Operations Specialist

Signature Estate & Investment Advisors, LLC; Newport Beach (CA); On-site; USD 42,000 - 66,000; Full time

Job summary

Signature Estate & Investment Advisors, LLC is seeking an Operations & Service Associate to support advisor, client, and operations service functions. The role emphasizes delivering exceptional client experiences with professional conduct and attention to detail.

You will manage account processing tasks, maintain information across platforms, and handle front desk duties. Candidates should excel in multitasking, communication, and compliance standards in a fast-paced environment.

Qualifications

• Bachelor's degree or 1–2 years related experience.
• Strong verbal and written communication.
• Warm, friendly, professional attitude.
• Excellent interpersonal, organizational, and customer service skills.
• Ability to multitask and meet deadlines.

Responsibilities

• Process account openings, maintenance requests, transfers, and cash movements.
• Maintain accurate client and account information across systems.
• Monitor workflows, service queues, and alerts for timely completion.
• Resolve routine issues and escalate complex items as needed.
• Support operations across multiple platforms and custodians.
• Assist advisors and clients with service requests per procedures.
• Participate in reconciliation, audit, and quality control activities.
• Maintain accurate records and documentation in firm systems.

Skills

Attention to detail

Customer service

Multitasking

Microsoft Office

CRM software

Education

Bachelor's Degree

Tools

Microsoft Excel

Outlook

CRM software

Job description

Signature Estate & Investment Advisors, LLC is seeking an Operations & Service Associate to support advisor, client, and operations service functions. The role emphasizes delivering exceptional client experiences with professional conduct and attention to detail.

You will manage account processing tasks, maintain information across platforms, and handle front desk duties. Candidates should excel in multitasking, communication, and compliance standards in a fast-paced environment.