Client Services Associate

Cooper McManus; Irvine (CA); On-site; USD 60,000 - 75,000; Full time

Job summary

Cooper McManus Wealth Management in Irvine, CA, is seeking a Client Services Associate to keep advisor operations running smoothly and to deliver a first-rate client experience at every touchpoint. This full-time, on-site role supports account openings, paperwork processing, and daily client service tasks within a boutique but busy wealth management practice.

You will coordinate calendars, handle paperwork, and maintain accurate notes in Salesforce, while communicating clearly with clients and

Qualifications

• 2–3+ years in financial services.
• Proficient in Salesforce, DocuSign, Excel, Word, Outlook, Teams and Zoom.
• Hands-on experience with Charles Schwab advisor/custodial platform: processing new accounts, transfers, maintenance requests; resolving NIGOs; tracking through completion.
• Strong organization, planning ahead, prioritizing, and meeting deadlines.
• Clear, courteous communication with clients, colleagues, and outside professionals.

Responsibilities

• Open new accounts: process DocuSigns and resolve NIGOs.
• Manage advisor calendars; schedule and confirm client meetings.
• Correspond with clients on paperwork, asset transfers, and account maintenance.
• Troubleshoot client account issues.
• Document notes and maintain records in Salesforce.
• Collect confidential client documents and send tax information.
• Support cashiering, insurance applications, and quarterly performance reports.

Skills

Strong organization

Clear client communication

Deadline management

Team collaboration

Tools

Salesforce

DocuSign

Excel

Word

Outlook

Teams

Zoom

Job description

Client Services Associate | Cooper McManus Wealth Management

Irvine, CA | Full-Time | 100% onsite

Cooper McManus is an established Irvine wealth management firm managing over $2.5B for high-net-worth individuals and families. We're hiring a Client Services Associate to keep our advisors' operations running smoothly and give clients a first-rate experience at every touchpoint.

WHAT YOU'LL DO

• Open new accounts: process DocuSigns and resolve NIGOs
• Manage advisor calendars; schedule and confirm client meetings
• Correspond with clients on paperwork, asset transfers, and account maintenance
• Troubleshoot client account issues
• Document notes and maintain records in Salesforce
• Collect confidential client documents and send tax information
• Support cashiering, insurance applications, and quarterly performance reports

WHAT YOU BRING

• 2-3+ years in financial services
• Fluency in Salesforce, DocuSign, Excel, Word, Outlook, Teams, and Zoom
• Hands-on experience with Charles Schwab's advisor/custodial platform, including processing new account applications, account transfers, and maintenance requests; resolving NIGOs; and tracking applications through completion.
• Strong organization: you plan ahead, prioritize, and meet multiple deadlines
• Clear, courteous communication with clients, colleagues, and outside professionals
• A team-first attitude and willingness to pitch in where needed

WHO THRIVES HERE

Someone who likes a fast pace, catches the details others miss, and solves problems without waiting to be asked. There is room to grow with a firm that expects excellence.