Remote Wealth Management Operations Associate

Hr Journals; Torrance (CA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Bonus potential

Retirement savings plan

Job summary

A boutique wealth management firm in Torrance, California, is seeking an Investment & Operations Associate to manage client interactions and support day-to-day operations. Ideal candidates will have extensive experience in client service within wealth management and hold a FINRA Series 7 or Series 6 license. The position offers potential for career growth, a competitive salary plus bonuses, and opportunities for professional development. This role will mainly be remote with some in-office requirements.

Qualifications

• 23 years of client service or operations experience in Wealth Management.
• FINRA Series 7 or Series 6 license required.
• Experience with investment products and asset classes.

Responsibilities

• Manage daily client service requests and ensure timely follow-up.
• Prepare materials for client meetings and attend them.
• Support new client onboarding and maintain client records.

Skills

Client service expertise

Operational experience

Strong verbal communication

Tech-savvy

Tools

MS Office

eMoney

Redtail CRM

Job description

A boutique wealth management firm in Torrance, California, is seeking an Investment & Operations Associate to manage client interactions and support day-to-day operations. Ideal candidates will have extensive experience in client service within wealth management and hold a FINRA Series 7 or Series 6 license. The position offers potential for career growth, a competitive salary plus bonuses, and opportunities for professional development. This role will mainly be remote with some in-office requirements.