Client Service & Operations Specialist — San Diego

Telos Capital Management, Inc.; San Diego (CA); On-site; USD 53,000 - 60,000; Full time

Benefits offered by this job

Health and retirement benefits

Paid time off

On-site gym

Job summary

Telos Capital Management, Inc. is seeking a detail-oriented Client Service & Operations Specialist in San Diego to support account administration, money movements, and client service.

You will work closely with the investment team, advisors, and custodians to ensure timely and accurate processing of requests and to promote a positive client experience. The role emphasizes accuracy, strong communication, and teamwork, with responsibilities spanning CRM file maintenance, client paperwork, and

Qualifications

• Bachelor's degree in Finance or related field preferred; new grads considered with relevant internship/work experience.
• 1–2 years of experience with an RIA, financial planner, broker-dealer, or bank preferred.
• Experience with CRM systems is a plus.
• High ethical standards and ability to maintain confidentiality.

Responsibilities

• Provide administrative and operational support to deliver exemplary client service.
• Open and maintain accounts, process money movements, and coordinate with custodians and internal teams.
• Serve as a primary point of contact for client service needs and ensure timely, accurate resolutions.
• Prepare and submit account paperwork for new and existing clients; track status and communicate updates.
• Process client move money requests, account maintenance requests, and daily custodial alerts.
• Assist with billing processes, expense reports, and special projects as assigned.

Skills

Excellent communication

Attention to detail

Organizational skills

Self-starter

Team collaboration

Office software proficiency

Education

Bachelor's degree in Finance or related field

Tools

CRM systems

Microsoft Office (Word, Excel, Outlook)

Job description

Telos Capital Management, Inc. is seeking a detail-oriented Client Service & Operations Specialist in San Diego to support account administration, money movements, and client service.

You will work closely with the investment team, advisors, and custodians to ensure timely and accurate processing of requests and to promote a positive client experience. The role emphasizes accuracy, strong communication, and teamwork, with responsibilities spanning CRM file maintenance, client paperwork, and