Remote Ops & Client Services Associate - Wealth Management

CJM Wealth Advisers, Ltd.; Falls Church (VA); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Employer-paid health insurance

HSA

401(k) with profit sharing and company

matching

E‑ZPass reimbursement

Paid time off

Alternate Fridays off

Job summary

CJM Wealth Advisers, Ltd. is seeking an Operations Service Associate to support Financial Planners and manage daily operational needs. You will handle account paperwork, maintain CRM data, and assist with onboarding, transfers, and reporting.

The role offers hybrid work with remote 3 days per week, competitive compensation, and a comprehensive benefits package including health insurance, HSA, 401(k) matching, and personal development opportunities.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 2–4 years of experience in financial planning, wealth management, or RIA industry.
• Strong attention to detail and organizational skills.
• Comfortable with technology and committed to continuous learning and process improvement.
• Experience with wealth management platforms (Salesforce, Orion, Pershing) is desirable.
• Strong written and verbal communication and professionalism.
• Salary and bonus commensurate with experience.
• Comprehensive benefits including health insurance, HSA, 401(k) with profit sharing and matching, PTO, and other perks.
• Alternate Fridays off in summer, hybrid work, volunteer days.
• Professional development opportunities and collaborative environment.
• Compensation range: $60,000-$80,000 annually, plus eligibility for annual bonus and company perks.

Responsibilities

• Own operational and service requests from initiation through completion.
• Prepare and process account paperwork including new accounts, maintenance, transfers, and money movement.
• Maintain accurate client and household information in the CRM and systems.
• Support client meeting preparation by gathering information and generating reports.
• Assist with client onboarding, asset transfers, cash management, data reconciliation, and performance reporting.
• Liaise with custodians, vendors, and internal teams to resolve operational issues.
• Identify and escalate operational issues or process improvements.
• Maintain client confidentiality and comply with firm regulations.

Skills

Attention to detail

Organizational skills

Multitasking

Written and verbal communication

Professionalism

Learning mindset

Tech-savviness

Education

Bachelor’s degree in Business, Finance, or related field

Tools

Salesforce

Orion

Pershing

Job description

CJM Wealth Advisers, Ltd. is seeking an Operations Service Associate to support Financial Planners and manage daily operational needs. You will handle account paperwork, maintain CRM data, and assist with onboarding, transfers, and reporting.

The role offers hybrid work with remote 3 days per week, competitive compensation, and a comprehensive benefits package including health insurance, HSA, 401(k) matching, and personal development opportunities.