Hybrid Wealth Ops & Client Service Lead

KAPtivate Consulting LLC; San Ramon (CA); Hybrid; USD 85,000 - 115,000; Full time

Job summary

KAPtivate Consulting LLC in the San Francisco Bay Area is seeking a Client Service & Operations Associate to support a wealth management practice. This role covers onboarding through ongoing client service, handling paperwork, reporting, and CRM tasks while driving process improvements.

The ideal candidate has 5–7 years in financial services operations or wealth management support, exceptional organization, and familiarity with Redtail/Albridge/eMoney. Hybrid work 2 days onsite.

Qualifications

• 5–7 years in financial services operations, client service, or wealth management practice support.
• Strong organization and attention to detail, with a talent for juggling competing priorities.
• Experience driving accountability across a team, even without formal authority.
• Familiarity with platforms such as Redtail, Albridge, eMoney, or similar systems.

Responsibilities

• Own the client experience from onboarding through ongoing service, as the primary point of contact for client needs.
• Oversee account paperwork, client reporting, CRM, and day-to-day operations.
• Find and fix inefficiencies in processes and workflows.
• Keep the team aligned on priorities, meetings, and deliverables.
• Partner closely with the advisor on compliance, client service, and practice operations.

Skills

Client service

Operations

Wealth management

Paperwork

CRM systems

Tools

Redtail CRM

Albridge

eMoney

Job description

KAPtivate Consulting LLC in the San Francisco Bay Area is seeking a Client Service & Operations Associate to support a wealth management practice. This role covers onboarding through ongoing client service, handling paperwork, reporting, and CRM tasks while driving process improvements.

The ideal candidate has 5–7 years in financial services operations or wealth management support, exceptional organization, and familiarity with Redtail/Albridge/eMoney. Hybrid work 2 days onsite.