Senior Client Service Associate

AlphaCore Wealth Advisory; Del Mar (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

AlphaCore Wealth Advisory is seeking a Senior Client Services Associate to support the Del Mar office and deliver a high-quality client and advisor experience. You will assist with client onboarding, account maintenance, reporting, and operational workflows, while mentoring junior staff and driving process improvements.

The role requires organization, strong communication, and a client-first mindset to support growth and ensure service excellence in a wealth management environment.

Qualifications

• Bachelor’s degree in finance, economics, business, or related field.
• 5+ years of financial planning or wealth management experience.
• Strong understanding of financial planning concepts and strategies.

Responsibilities

• Support day-to-day client service and onboarding workflows.
• Coordinate with advisors and compliance to ensure accurate reporting.
• Mentor and develop Junior Client Services Associates.
• Improve processes to enhance service delivery and efficiency.

Skills

Financial planning software

Problem solving

Client-first mindset

Communication skills

Proactive & solutions

Mentorship & coaching

Attention to detail

Education

Bachelor’s degree

Tools

Black Diamond

Salesforce

iCapital Portal

Job description

Department: Client Services & Operations

Location: Del Mar, CA

Employment Type:Full-Time, In-office

Base Salary: $80,000.00 - $120,000.00 per year

Bonus: Up to 10% of base salary

About the Role

The Senior Client Services Associate supports AlphaCore’s Del Mar office and plays a critical role in delivering a high-quality client and advisor experience by supporting the day-to-day execution of client service, onboarding, account maintenance, reporting, and operational workflows. This role partners closely with advisors, Client Services & Operations teammates, Compliance, custodians, and technology platforms to ensure client requests are handled accurately, efficiently, and with strong follow-through. In addition to managing advanced client services requests, this position is responsible for mentoring Client Services Associates and improving processes.

The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a fast-paced wealth management environment. Success in this position requires strong communication, sound judgment, a client-first mindset, and the ability to identify opportunities to strengthen processes, improve service consistency, and support the continued growth of AlphaCore Wealth Advisory.

Purpose of the Role

• Ensure outstanding service and customer satisfaction.
• Mentor and develop junior client service associate staff.
• Develop scalable processes and procedures to support company growth and maximize efficiency.
• Champion and embody AlphaCore‘s Core Values.

Key Responsibilities

• Communicate with advisors to ensure that client service standards are met, manage workload, and continuously adjusting priorities and timelines to meet time constraints and deadlines.
• Assist in client onboarding and associated paperwork processing on multiple platforms.
• Monitor client account activity, facilitate client funds transfers, confirm accounts allocated, generate, and reconcile quarterly performance reporting.
• Management of multiple Outlook calendars for a variety of advisors, assist with coordination of meetings.

Process Improvement & Operational Excellence

• Coordinate with Compliance on applicable matters, such as recordkeeping, and periodic testing of applicable policies and procedures (i.e., advisory contracts, client billing and reporting).
• Mentor and coach Client Services Associates and support their development.
• Act as subject matter expert for the Del Mar location.

Core Competencies

Technical Skills

• Proficiency in financial planning software (eMoney, Black Diamond, etc.).
• Problem-solving abilities.
• Client-first mindset with strong professionalism.
• Strong communicator with ability to simplify complex topics.
• Proactive and solutions-oriented mindset.
• Strong mentorship and coaching skills.
• High attention to detail and accountability.

Qualifications

Required

• Bachelor’s degree in finance, economics, business, or related field.
• 5+ years of financial planning or wealth management experience.
• Strong understanding of financial planning concepts and strategies.

Preferred

• Familiarity with Black Diamond, Salesforce and iCapital Portal.
• Experience analyzing investment portfolios and financial scenarios.

Why AlphaCore Wealth Advisory?

AlphaCore Wealth Advisory is a fast growing, independent wealth advisory firm dedicated to helping clients build, preserve, and protect their wealth. Headquartered in La Jolla, California, with offices nationwide, AlphaCore takes a comprehensive approach to wealth planning and strives to deliver sophisticated investment management services by providing access to both traditional and alternative investments. Supported by in-house research, operational resources, and modern technology, AlphaCore advisors place clients’ goals at the center of every financial plan.

At AlphaCore Wealth Advisory, we offer a collaborative and dynamic work environment where your expertise and insights are valued. You'll have the opportunity to work alongside experienced professionals and contribute to our mission of delivering institutional-quality investment solutions within a boutique wealth management firm. In addition to a competitive compensation package, we provide opportunities for professional development and growth.

AlphaCore is an SEC registered investment advisor and required to track certain political contributions under rule 206(4)-5. Therefore, you will be required to disclose your prior political contributions.

AlphaCore is an affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual’s race, color, religion, age, gender, gender identity, sexual orientation, national origin, ancestry, marital status, medical condition, genetic information, veteran status or disability.

For more information about the company, please refer to our website at www.alphacore.com.

AlphaCore is committed to safeguarding the privacy of our personnel and job applicants. AlphaCore does not "sell" (as that term is defined in the CCPA) your personal information. Please see our Privacy Policy for details.