Client Service & Operations Associate

KAPtivate Consulting LLC; San Ramon (CA); Hybrid; USD 85,000 - 115,000; Full time

Job summary

KAPtivate Consulting LLC in the San Francisco Bay Area is seeking a Client Service & Operations Associate to support a wealth management practice. This role covers onboarding through ongoing client service, handling paperwork, reporting, and CRM tasks while driving process improvements.

The ideal candidate has 5–7 years in financial services operations or wealth management support, exceptional organization, and familiarity with Redtail/Albridge/eMoney. Hybrid work 2 days onsite.

Qualifications

• 5–7 years in financial services operations, client service, or wealth management practice support.
• Strong organization and attention to detail, with a talent for juggling competing priorities.
• Experience driving accountability across a team, even without formal authority.
• Familiarity with platforms such as Redtail, Albridge, eMoney, or similar systems.

Responsibilities

• Own the client experience from onboarding through ongoing service, as the primary point of contact for client needs.
• Oversee account paperwork, client reporting, CRM, and day-to-day operations.
• Find and fix inefficiencies in processes and workflows.
• Keep the team aligned on priorities, meetings, and deliverables.
• Partner closely with the advisor on compliance, client service, and practice operations.

Skills

Client service

Operations

Wealth management

Paperwork

CRM systems

Tools

Redtail CRM

Albridge

eMoney

Job description

HIRING: Client Service & Operations Associate | Wealth Management | SF Bay Area (Hybrid)

Are you the person advisors and clients rely on to get things done right? I am partnering with a financial advisor at a well-established firm to find a client service and operations professional who will keep the practice running smoothly and help improve processes to drive growth.

Bay Area based | Hybrid: in office 2 days per week

What you will do:

• Own the client experience from onboarding through ongoing service, as the primary point of contact for client needs
• Oversee account paperwork, client reporting, CRM, and day-to-day operations
• Find and fix inefficiencies in processes and workflows
• Keep the team aligned on priorities, meetings, and deliverables
• Partner closely with the advisor on compliance, client service, and practice operations

What you bring:

• 5–7 years in financial services operations, client service, or wealth management practice support
• Strong organization and attention to detail, with a talent for juggling competing priorities
• Experience driving accountability across a team, even without formal authority
• Familiarity with platforms such as Redtail, Albridge, eMoney, or similar systems
• A proactive, solutions-first mindset and the drive to work independently
• Series 7, 65/66, or Life, Accident & Health licenses are a plus, not a requirement

The opportunity:

This is a chance to become a central part of a thriving practice, with real ownership over how things run and the freedom to make them better.

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