Client Services Representative

Tyler Street Capital, LLC; Plymouth (MA); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Tyler Street Capital, LLC in Plymouth, MA is seeking an Operations Associate & Client Service Manager to serve as the operational backbone of our growing investment-focused advisory practice. The role collaborates directly with the Founder to streamline operations, elevate the client experience, and build scalable infrastructure for future growth, with a clear path to senior leadership within 2–3 years.

Initially in-office, a hybrid schedule may be available after training with at least three

Qualifications

• 5+ years of experience in wealth management, financial advisory operations, or client service.
• Strong experience with client onboarding and transactional workflows.
• Experience with Charles Schwab or similar custodial platforms.
• Proficiency with Redtail CRM and Orion Advisor Tech preferred.
• Advanced proficiency in Microsoft Office Suite.
• Strong written and verbal communication skills.
• Highly organized with strong attention to detail.
• Exposure to private investments, subscription documents, and capital calls.
• Experience supporting alternative investments.
• Knowledge of estate planning workflows.
• Series 65/66 a plus, but not required.
• Interest in CFP certification welcomed.

Responsibilities

• Serve as the primary point of contact for client service needs and operational inquiries.
• Manage client onboarding, transfers, money movement, and account servicing.
• Process wire transfers, ACH transactions, journal entries, and account maintenance.
• Coordinate subscription documents, capital calls, and alternative investment administration.
• Build and improve internal workflows, SOPs, and operational systems.
• Support compliance-related administrative and operational functions.
• Manage CRM workflows and portfolio reporting systems.
• Leverage AI and automation tools to improve efficiency.

Skills

Wealth management operations

Client onboarding processes

CRM workflows

Microsoft Office

Communication skills

Attention to detail

Tools

Redtail CRM

Orion Advisor Tech

Charles Schwab custodial platform

Microsoft Office Suite

Job description

Tyler Street Capital is seeking a highly motivated Operations Associate & Client Service Manager to serve as the operational backbone of a growing investment-focused advisory practice.

This is a unique opportunity for an experienced financial services professional who thrives in a fast-paced, entrepreneurial environment and wants to play a critical role in scaling a boutique firm. This individual will work directly alongside the Founder to streamline operations, elevate the client experience, and build the infrastructure necessary for future growth.

This role offers a clear path toward senior operational leadership, including potential advancement role within 2-3 years.

Key Responsibilities

• Serve as the primary point of contact for client service needs and operational inquiries.
• Manage client onboarding, transfers, money movement, and account servicing.
• Process wire transfers, ACH transactions, journal entries, and account maintenance.
• Coordinate subscription documents, capital calls, and alternative investment administration.
• Build and improve internal workflows, SOPs, and operational systems.
• Support compliance-related administrative and operational functions.
• Manage CRM workflows and portfolio reporting systems.
• Leverage AI and automation tools to improve efficiency.

Qualifications

• 5+ years of experience in wealth management, financial advisory operations, or client service.
• Strong experience with client onboarding and transactional workflows.
• Experience with Charles Schwab or similar custodial platforms.
• Proficiency with Redtail CRM and Orion Advisor Tech preferred.
• Advanced proficiency in Microsoft Office Suite.
• Strong written and verbal communication skills.
• Highly organized with strong attention to detail.

Preferred Experience

• Exposure to private investments, subscription documents, and capital calls.
• Experience supporting alternative investments.
• Knowledge of estate planning workflows.
• Series 65/66 a plus, but not required.
• Interest in CFP certification welcomed.

This role requires an in-office presence for the first 6-12 months to ensure collaboration, trust-building, and operational alignment. After the training period, a hybrid schedule could be available with a minimum expectation of three in-office days per week.