Client Service Associate

Stratos Private Wealth; San Diego (CA); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Bonuses

Medical insurance (employer-paid)

Retirement 401(k) match

Paid time off (vacation/sick/holidays)

Remote Fridays + flex remote days

Education reimbursement

Job summary

Stratos Private Wealth is seeking a Client Service Associate who thrives in a collaborative, fast-paced environment and is passionate about delivering exceptional client service.

You will support relationship managers, process service requests, onboarding, and reporting, while leveraging Salesforce, Orion, eMoney, and MS Office to keep client information organized and accurate. The role offers a mix of in-office and remote-work days.

Qualifications

• 1+ years of client service experience (financial services preferred).
• Strong attention to detail and accuracy.
• Excellent organizational and time management skills.
• Professional written and verbal communication skills.
• Proficiency in Microsoft Office Suite.
• Positive attitude with a collaborative, team-first mindset.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Build lasting client relationships through responsive, personalized service and clear communication.
• Process client service requests, including account updates and money movement with accuracy.
• Coordinate onboarding for new clients to ensure a seamless experience.
• Collaborate with Lead Advisors, Associate Advisors, and Investment team to fulfill requests.
• Leverage Salesforce, Orion, eMoney and MS Office to organize client information and streamline workflows.
• Prepare reports and support quarterly and annual projects.

Skills

Client service

Attention to detail

Organizational skills

Communication skills

Microsoft Office Suite

Tools

Salesforce

Orion

eMoney

Microsoft Office

Job description

At Stratos Private Wealth, we combine financial planning, investment management, and thoughtful guidance to help our clients make confident decisions about their future.

We are growing and seeking a Client Service Associate who is passionate about delivering exceptional client service and enjoys working in a collaborative, fast-paced environment. In this role, you will be a key part of our team, ensuring every client interaction is handled with professionalism, accuracy, and care.

You will serve as an essential member of our client service team, partnering closely with Lead Advisors, Associate Advisors, and our Investment team members to ensure every client receives thoughtful, timely, and personalized support. Your attention to detail and commitment to service will help strengthen long-term client relationships and contribute to the continued success of our firm.

WHAT YOU WILL DO

• Client Relationship Management – Build lasting client relationships through responsive, personalized service and consistent communication while helping ensure every client interaction reflects our commitment to excellence.
• Client Account Support – Process client service requests, including account updates, money movement, account maintenance, and client documentation with accuracy and attention to detail.
• Client Onboarding – Coordinate a seamless onboarding experience for new clients, ensuring every step is handled professionally and efficiently.
• Advisor & Team Collaboration – Partner closely with Lead Advisors, Associate Advisors, and Investment team members to complete client requests and deliver a seamless client experience.
• Technology & Systems – Leverage industry-leading technology, including Salesforce, Orion, eMoney, and Microsoft Office, to organize client information, support advisors, and streamline workflows.
• Reporting & Special Projects – Prepare reports and assist with quarterly, annual, and firm-wide projects that support the continued success of the business.
• Problem Solving – Proactively identify solutions to client needs, anticipate potential issues, and help resolve requests with professionalism and care.
• Compliance & Documentation – Maintain accurate client records and ensure all documentation meets firm and regulatory compliance standards.

WHAT WE’RE LOOKING FOR

• 1+ years of client service experience (financial services preferred)
• Strong attention to detail and accuracy
• Excellent organizational and time management skills
• Professional written and verbal communication skills
• Proficiency in Microsoft Office Suite
• Positive attitude with a collaborative, team-first mindset
• Ability to manage multiple priorities in a fast-paced environment

We offer a top-tier compensation and benefits package, including:

• Bonuses: Performance-based bonus (paid twice annually) plus a New Money bonus when new clients join the firm
• Insurance: 100% employer-paid medical insurance for employees, with optional employee-paid dental and vision coverage
• Retirement: 6% 401(k) match
• Time Off: 10 paid holidays, 2 floating holidays, 13 vacation days (18 days after two years), 7 sick days, and early Summer Fridays
• Flexibility: Remote work every Friday plus 26 additional flex remote days annually
• Professional Development: 100% education reimbursement for approved programs and certifications

Growth & Development

We believe in helping every team member build a rewarding long-term career.

• Career Development: Every employee receives a written career path and professional development plan and performance review twice each year.
• Professional Development: Gain hands-on experience alongside experienced advisors and operations professionals while participating in ongoing in-house training and our education reimbursement program.

We foster a culture of collaboration, innovation, and continuous improvement. Every team member is empowered to contribute ideas and make a meaningful impact. Our team enjoys:

• Modern workspaces featuring triple monitors, standing desks, and complimentary drinks and snacks
• Bi-weekly team meetings and weekly one-on-one meetings with managers
• Regular team events that strengthen collaboration and connection
• Better Way innovation bonus for improving processes and procedures

Ready to join a team that values your contributions and invests in your growth? Apply today and become part of Stratos Private Wealth.