Client Operations Associate

Confidential; Los Angeles (CA); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Confidential, a growing real estate investment firm, is hiring a Client Operations Associate in West LA. This hybrid role offers exposure to the founders, with the goal of building and eventually leading the client operations function.

You’ll own onboarding, client relationship management, CRM/investor portal administration, communications, and support for audits, tax delivery, and capital calls, while coordinating vendor and document management behind the scenes.

Qualifications

• 2+ years in client relations or investor services in financial services.
• Strong communication with precise, professional style.
• Excellent organizational skills and attention to detail.

Responsibilities

• New-client onboarding: manage closing calendar, subscription tracking, compliance review, and client records setup.
• Client relationship management: serve as primary contact for questions, requests, and portal support.
• CRM/investor portal administration: maintain accurate client/advisor data with strict controls on banking changes.
• Client communications: distribute updates and ensure documents are posted for each client.
• Finance operations support: assist with audits, tax delivery, and capital call/distribution notices.
• General firm operations: vendor coordination, document management, and entity filings support.
• Fundraising support: maintain prospect lists and coordinate data room access.
• Client/prospect events: help plan and execute events.

Skills

Client relations

Investor services

Operations in financial services

CRM systems

Excel skills

Job description

Want to build the client services function at a growing investment platform from day one? Our client, a real estate investment firm, is hiring a Client Operations Associate, a role with direct exposure to the founding partners and clients, and the opportunity to build and eventually lead this function as the firm grows. You'll be the liaison between clients, the internal team, and the firm's outsourced service providers, making sure onboarding is seamless, communications are timely, and operations run smoothly behind the scenes. The role is hybrid in West LA.

What You'll Own

• New-client onboarding: managing the closing calendar and subscription tracking, coordinating legal and compliance review, and setting up new client records and portal access
• Client relationship management: serving as a responsive, reliable point of contact for client questions, document requests, and portal troubleshooting
• CRM and investor portal administration: keeping client and advisor information accurate and current, with strict controls around any banking-detail changes
• Client communications: distributing periodic and ad hoc updates and ensuring documents are properly posted for each client
• Finance operations support: assisting with annual audit and tax preparation logistics, K-1 and statement delivery, and capital call/distribution notices
• General firm operations: vendor coordination, document management, compliance documentation, and entity filings support
• Fundraising support: maintaining prospect lists, preparing outreach materials, and coordinating data room access
• Client and prospect events: helping plan and execute from start to finish

What You Bring

• 2+ years of client relations, investor services, or operations experience in financial services
• Strong track record managing client relationships with precise, professional communication
• Exceptional attention to detail and organization, comfortable tracking many moving parts across multiple accounts at once
• Discretion and sound judgment handling confidential information
• Comfort working across CRM, portal, and subscription-type systems, plus strong Excel skills
• A self-directed mindset suited to a lean, entrepreneurial environment

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.