Client Services & Operations Leader – Financial Services

AlphaCore Wealth Advisory LLC; San Diego (CA); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Paid time off

Job summary

A financial advisory firm in San Diego is seeking a Client Service & Operations Specialist. This full-time role involves ensuring client satisfaction, onboarding, and compliance coordination. Candidates should possess a bachelor's degree and 3+ years of experience in the financial services sector. The position offers a salary range of $80,000 to $95,000, along with health and life insurance, and paid time off.

Qualifications

• 3+ years of experience in the financial services industry.
• Experience in an RIA firm preferred.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Ensure outstanding service and customer satisfaction.
• Assist in client onboarding and paperwork processing.
• Monitor client account activity and confirm account allocations.
• Coordinate compliance matters and maintain recordkeeping.

Skills

Team player

Client service

Problem solving

Time management

Organizational skills

Analytical skills

Education

Bachelor’s Degree

Tools

Microsoft Excel

Salesforce

Black Diamond

iCapital Portal

Job description

A financial advisory firm in San Diego is seeking a Client Service & Operations Specialist. This full-time role involves ensuring client satisfaction, onboarding, and compliance coordination. Candidates should possess a bachelor's degree and 3+ years of experience in the financial services sector. The position offers a salary range of $80,000 to $95,000, along with health and life insurance, and paid time off.