Client Service Associate

Retirement Resource Center, LLC.; Fullerton (CA); On-site; USD 41,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401(k) with match

Paid time off

Paid holidays

Professional development

Education assistance

Mentorship

Job summary

Crane & Associates is seeking a Client Service Associate to join our financial planning and investment advisory team in Fullerton, CA. This professional support role ensures smooth onboarding and day-to-day servicing for our clients.

We welcome candidates with 2 to 10+ years in financial services; the position is non-licensed, with opportunities for future licensing and growth within our established, collaborative practice.

Qualifications

• Bachelor's degree required.
• 2 to 10+ years of experience in financial services or account service.
• Ability to learn and apply financial planning concepts.
• Strong Excel and Word skills; comfortable with new software.
• High attention to detail and accuracy with paperwork.
• Clear, professional communication with clients and teammates.
• Organized, dependable, and comfortable following established procedures.

Responsibilities

• Prepare client documents, process applications, and open new accounts
• Process account transfers, IRA contributions, ACH instructions, and distributions
• Support advisors in preparing for client meetings, including pulling reports and portfolio updates
• Handle non-advice client communication, including scheduling and administrative inquiries
• Maintain and update client records and data in our CRM (Redtail)
• Ensure compliance tasks and documentation are completed accurately and on time
• Provide general office and clerical support as needed

Skills

Attention to detail

Client communication

Organizational skills

Learning ability

Team collaboration

Education

Bachelor's degree

Tools

Excel

Word

Financial planning software

Job description

Crane & Associates is hiring a full-time Client Service Associate to join our financial planning and investment advisory team in Fullerton, CA.

Firm Overview

Crane & Associates is a boutique RIA based in Orange County, California, specializing in investment and tax planning for individuals before and after retirement. For more than 40 years, clients have relied on us for advice that holds up across market cycles. We manage over $1 billion in assets and combine institutional-level expertise with a family-business culture.

The Role

The Client Service Associate (CSA) keeps client accounts running smoothly, from onboarding to day-to-day servicing, and provides administrative and operational support to our advisory team. This is a professional support role, not a sales role, in a small office with an experienced, collaborative team and an established, growing practice.

We welcome candidates across a wide experience range, from 2 years to 10+ years in financial services, but we also will consider transferable experience from other account service roles. This is a non-licensed position, with support available for future licensing if you're interested in growing further in the industry.

Responsibilities

• Prepare client documents, process applications, and open new accounts
• Process account transfers, IRA contributions, ACH instructions, and distributions
• Support advisors in preparing for client meetings, including pulling reports and portfolio updates
• Handle non-advice client communication, including scheduling and administrative inquiries
• Maintain and update client records and data in our CRM (Redtail)
• Ensure compliance tasks and documentation are completed accurately and on time
• Provide general office and clerical support as needed

Qualifications

• Bachelor's degree
• 2 to 10+ years of experience in financial services, account service, or a related transferable field
• Ability to learn and apply financial planning concepts
• Strong Microsoft Excel and Word skills; comfortable learning new software and processes; experience with financial planning software is a plus
• High attention to detail and accuracy, especially with paperwork and processing volume
• Clear, professional communication with clients and teammates
• Organized, dependable, and comfortable working within established procedures

Compensation & Benefits

$30 to $40+ per hour based on experience, plus bonus and overtime opportunities.

Benefits include health and dental insurance, group life insurance, 401(k) with 6% employer match, paid time off, paid holidays, professional development, education assistance, and mentorship.

Schedule

40 hours per week (plus overtime opportunities), 9:00am–5:00pm, Monday–Friday, in our Fullerton office.

The above is intended to describe the general nature of this role and is not an exhaustive list of duties. Team members may be asked to take on additional responsibilities as needed.

Crane & Associates is an Equal Opportunity Employer — M/F/D/V.