Client Services Associate

Gerber Kawasaki Wealth & Investment Management; Santa Monica (CA); On-site; USD 68,000 - 92,000; Full time

Job summary

Gerber Kawasaki Wealth & Investment Management in Santa Monica is seeking an experienced Client Services Associate to support Financial Advisors and clients throughout the account lifecycle. This role requires a highly organized, tech-savvy professional who can navigate multiple custodial platforms and systems while delivering accurate, fast service.

You will manage account setup and maintenance, process transactions, and collaborate across teams to enhance the client and advisor experience.

Qualifications

• 3+ years in client services or operations within wealth management.
• Experience working directly with Financial Advisors and high-net-worth clients.
• Strong proficiency with Salesforce, Fidelity, and Schwab.

Responsibilities

• Serve as a trusted partner for Financial Advisors, ensuring an exceptional client experience.
• Handle client service requests from initiation through completion with timely follow-up.
• Open, maintain, transfer, and close investment accounts across custodial platforms.
• Manage new account paperwork, registrations, beneficiary changes, and other account requests.
• Process client disbursements, transfers, contributions, distributions, and other transactions.
• Collaborate with custodians and internal teams to resolve account and operational issues.

Skills

Client services

Operations

Tech-savvy

Attention to detail

Communication

Tools

Salesforce

Fidelity

Schwab

Job description

Location: Santa Monica, CA Schedule: 100% in-office, Monday–Friday, 8:00 a.m.–5:00 p.m. Compensation: $80K+ Base salary, commensurate with experience, plus competitive benefits and eligibility for bonus opportunities

Gerber Kawasaki is one of the fastest-growing and most influential independent wealth and investment management firms in the country. We are a dynamic, entrepreneurial, and client-focused firm committed to delivering an exceptional experience to the individuals, families, and businesses we serve.

We are seeking an experienced, highly proficient, tech-savvy, and exceptionally detail-oriented Client Services Associate to join our growing team. This is an opportunity for a client service professional who understands the pace and precision required in wealth management and can serve as a trusted partner to our Financial Advisors.

The ideal candidate is someone who can hit the ground running—a highly organized, efficient, and solutions-oriented professional who is comfortable working across multiple custodial platforms, systems, and applications simultaneously and takes pride in getting things done accurately and quickly.

As a Client Services Associate, you will support Financial Advisors and their clients across the full account lifecycle. You will be responsible for ensuring that client requests and operational needs are handled accurately, efficiently, and with a high level of professionalism.

Client & Account Service

• Serve as a trusted partner and advocate for Financial Advisors, helping them deliver an exceptional client experience.
• Manage client service requests from initiation through completion, ensuring timely follow-up and resolution.
• Open, maintain, transfer, and close investment accounts across custodial platforms.
• Manage new account paperwork, account maintenance, registrations, beneficiary changes, and other account-related requests.
• Process and coordinate client disbursements, transfers, contributions, distributions, and other account transactions.
• Work closely with custodians and internal teams to resolve account and operational issues.
• Communicate professionally and effectively with clients, advisors, custodians, and internal partners.

Operational & Technical Responsibilities

• Work extensively across several custodial platforms
• Navigate multiple systems, applications, browser tabs, and online platforms simultaneously while maintaining accuracy and efficiency.
• Quickly learn and adapt to new technology, systems, workflows, and processes.
• Utilize Microsoft Office, Adobe, DocuSign, and other technology platforms to complete daily responsibilities.
• Accurately enter, organize, reconcile, and transfer information across multiple systems.
• Manage multiple priorities and requests simultaneously while maintaining a high level of attention to detail.
• Identify opportunities to improve processes, increase efficiency, and enhance the client and advisor experience.
• Maintain organized and accurate electronic and physical records and perform administrative duties as needed.
• Other duties as assigned

Experience

• 3+ years of experience in client services, operations, or a similar role within wealth management or financial services preferred.
• Demonstrated experience working directly with Financial Advisors and/or high-net-worth clients.
• Strong experience with Salesforce, Fidelity, and Schwab; experience with all is highly preferred.
• Hands-on experience with opening, maintaining, transferring, and closing investment accounts.
• Experience processing client transactions, including transfers, disbursements, contributions, distributions, and account maintenance.
• Experience working within an RIA, wealth management firm, or investment management environment strongly preferred.

Technology & Efficiency

• Highly tech-savvy and extremely comfortable working across multiple systems and platforms at once.
• Ability to efficiently navigate multiple browser tabs, applications, documents, and systems simultaneously without losing accuracy.
• Advanced proficiency in Microsoft Office, Adobe, DocuSign, and other digital tools.
• Strong computer skills with the ability to learn new systems and technology quickly.
• Extremely detail-oriented with a strong focus on accuracy, organization, and follow-through.
• Able to work quickly and efficiently in a fast-paced environment without sacrificing quality.

Professional Skills

• Exceptional written and verbal communication skills.
• Strong organizational and time-management skills with the ability to prioritize competing demands.
• Demonstrated ability to manage multiple requests and projects simultaneously.
• Proactive, resourceful, and solutions-oriented with strong follow-through.
• Able to anticipate advisor and client needs rather than simply react to requests.
• Professional, polished, and composed when working with clients, advisors, and internal teams.
• Demonstrated ability to handle sensitive financial and personal information with discretion and strict confidentiality.
• Team-oriented, collaborative, and willing to jump in wherever needed.
• Curious and eager to continuously learn, improve processes, and take on additional responsibility.

The person who succeeds in this role is more than someone who can complete a checklist of client service tasks. You are the person advisors can rely on to get things done.

You are fast, organized, technically proficient, and exceptionally detail-oriented. You know how to navigate the operational side of wealth management, understand the importance of getting account and client information right the first time, and can manage multiple requests without becoming overwhelmed. You take ownership, communicate proactively, and follow things through to completion. You are comfortable working independently but understand that great client service is also a team effort. Most importantly, you care about the experience you create for both our clients and our advisors.

At Gerber Kawasaki, we believe in developing our people and creating opportunities for meaningful career growth. We foster a collaborative, entrepreneurial environment where employees are encouraged to take ownership, develop new skills, and contribute to the continued growth of the firm. We promote from within and believe that the right person in this role can grow significantly within the organization as their skills, knowledge, and responsibilities expand. This is an opportunity to join a fast-growing, established independent wealth management firm where your work has a direct impact on our advisors, our clients, and the continued success of the business.

Gerber Kawasaki is proud to be an equal employment opportunity employer. We strive to build diverse teams that reflect the clients and communities we serve. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected status, in accordance with applicable laws.