Hybrid Client Operations Lead - Wealth Management

Northberkeleyinvestment; Berkeley, Northern (CA, KY); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) plan with 3% guaranteed firm +

Bonus program

Fully paid medical, dental, and LTD

Study materials reimbursement

Paid time off and holidays

Weekly team lunch and gym credits

Job summary

North Berkeley Wealth Management seeks an Operations Specialist to own the operational experience for 120–150 client households. You will handle full custodial lifecycle with Charles Schwab, including account opening, maintenance, and cash management, while communicating directly with clients.

You will be the trusted operations presence on the team, working in a hybrid remote setup with regular meetings at our Berkeley, CA offices and from a home office.

Qualifications

• 3+ years in RIA operations.
• Familiarity with custodial platforms; Schwab Advisor Services a strong plus.
• Strong written and verbal communication with direct client interaction.
• CRM and portfolio management tools experience; Salesforce and Tamarac a strong plus.
• Ability to work 8 am–5 pm PST, Monday–Friday.

Responsibilities

• Serve as the primary operational resource for a group of clients (~120–150 households).
• Manage full custodial operations workflow with Charles Schwab (account opening, maintenance, cash management, transfers).
• Communicate with clients on operational tasks and confirm completion.
• Collaborate with Financial Advisors and inform them of operational activity.
• Maintain accurate CRM records for each client.
• Identify workflow gaps and improve processes with advisors and operations leadership.

Skills

Client communication

CRM tools

Portfolio tools

Attention to detail

Time management

Tools

Salesforce

Tamarac

Charles Schwab Advisor Services

Job description

North Berkeley Wealth Management seeks an Operations Specialist to own the operational experience for 120–150 client households. You will handle full custodial lifecycle with Charles Schwab, including account opening, maintenance, and cash management, while communicating directly with clients.

You will be the trusted operations presence on the team, working in a hybrid remote setup with regular meetings at our Berkeley, CA offices and from a home office.