Sales & Client Operations Associate

1031 Capital Advisors; San Diego (CA); On-site; USD 44,000 - 57,000; Full time

Job summary

1031 Capital Advisors is seeking a Sales & Client Operations Associate to support the senior advisor and manage day-to-day deal workflows, client follow-up, scheduling, CRM upkeep, deadline tracking, and paperwork coordination.

This role serves as the operational backbone of the practice, requiring precision, organization, and high ownership to keep client relationships moving from first contact to close.

Qualifications

• 1–2 years of experience in sales support, client service, or operations at an RIA, broker-dealer, bank, or real estate / transaction-coordination setting.
• Exposure to 1031 exchanges, DSTs, or wealth management a strong plus.
• Experience with a CRM (HubSpot preferred); quick to learn new platforms.
• Excellent written and verbal communication, clear, confident, and professional with clients.
• Exceptional attention to detail and the ability to manage multiple deadlines independently.
• Self-starter who exhibits high standards, sound judgment, and discretion with sensitive information.
• FINRA licenses not required; licensing encouragement for SIE/Series 7/63/65.

Responsibilities

• Client follow-up & scheduling - Serve as a consistent point of contact for prospects and clients; coordinate calendar, meetings, materials, and follow-up on items.
• Pipeline & CRM management - Maintain accurate records in HubSpot; log call notes, update deal stages and lead statuses, and manage follow-up tasks.
• Deadline tracking - Monitor escrow close dates and the 45- and 180-day 1031 exchange timelines; flag time-sensitive items.
• Paperwork & coordination - Prepare and track documents, coordinate with custodians, QIs, CPAs, and realtors.
• Lead & data management - Organize and maintain the contact database; prepare recurring activity and pipeline reports.
• Compliance support - Maintain records consistent with firm and FINRA requirements and support audit-readiness.

Skills

HubSpot CRM

Calendar coordination

Communication

Attention to detail

Project coordination

Compliance support

Tools

CRM (HubSpot)

Job description

We are a boutique real estate investment advisory focused on 1031 exchanges and Delaware Statutory Trust (DST) placements.

As our deal flow grows, we're hiring a detail-oriented Sales & Client Operations Associate to support our senior advisor and keep every client relationship moving smoothly from first conversation to close.

This position is the operational backbone of the practice. You will own the day-to-day workflow around each deal, client follow-up, scheduling, CRM management, deadline tracking, and paperwork coordination. This allows the advisor to focus his time entirely on clients. It's a high-trust, high-ownership seat ideal for someone who takes pride in accuracy, organization, and never letting a detail slip.

• Client follow-up & scheduling - Serve as a consistent point of contact for interested prospects and clients; coordinate the advisor's calendar, book meetings, send pre-approved materials, and follow up on all outstanding items.
• Pipeline & CRM management - Maintain accurate, timely records in HubSpot: log all call notes, update deal stages and lead statuses, and manage follow-up tasks so nothing falls through.
• Deadline tracking - Monitor escrow close dates and the 45- and 180-day 1031 exchange timelines; proactively flag and elevate time-sensitive items before they become issues.
• Paperwork & coordination - Prepare and track subscription and account documents, coordinate with custodians, QIs, CPAs, and realtors, and keep each deal's documentation complete and current.
• Lead & data management - Organize, enrich, and maintain the contact database; prepare recurring activity and pipeline reports for the advisor.
• Compliance support - Maintain records consistent with firm and FINRA requirements and support audit-readiness.

Qualifications

• 1–2 years of experience in sales support, client service, or operations at an RIA, broker-dealer, bank, or real estate / transaction-coordination setting (required)
• Exposure to 1031 exchanges, DSTs, or wealth management a strong plus
• Experience with a CRM (HubSpot preferred); quick to learn new platforms
• Excellent written and verbal communication, clear, confident, and professional with clients
• Exceptional attention to detail and the ability to manage multiple deadlines independently
• Self-starter who exhibits high standards, sound judgment, and discretion with sensitive information
• FINRA licenses not required; candidates pursuing (or open to pursuing) the SIE/Series 7/63/65 are encouraged - licensing creates clear advancement potential.

Compensation

$21.25-$27.50