Senior Client Services Associate – Private Wealth

One Capital Management LLC; Westlake Village (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Discretionary Bonus

Flexible PTO

Health Insurance

401(k) Plan

Wellness Program reimbursement

Continuing education sponsorship

Job summary

One Capital Management LLC seeks a Senior Associate | Client Services to support an advisor or team, delivering comprehensive wealth and investment services to private clients and institutions. You will maintain relationships, coordinate onboarding, and collaborate across operations, portfolio management, and billing to ensure timely execution of client requests.

You will manage client communications, prepare documentation, and participate in client meetings, events, and seminars as needed while

Qualifications

• Bachelor's degree or equivalent in a related field.
• 5–7 years in investment advisory, asset management, or financial services preferred.
• Series 65 or 66 required or achievable.
• Strong communication and relationship-building capabilities.

Responsibilities

• Maintain client relationships as primary contact for account maintenance, cash management, distributions, and reporting.
• Create a seamless client experience in collaboration with advisors and internal teams.
• Coordinate onboarding and prepare client paperwork and documents.
• Attend client meetings and assist with scheduling and preparation.
• Document client interactions accurately in the CRM system.

Skills

CRM proficiency

Microsoft Office

Communication skills

Organization & detail-oriented

Client relationship management

Team collaboration

Education

Bachelor's degree in Business, Finance, Economics, or related field

5–7 years investment advisory or financial services experience

Series 65 or Series 66

Tools

Salesforce CRM

Addepar

Custodian portals (Schwab, Fidelity, Pershing, NBIN, Goldman Sachs)

Job description

One Capital Management LLC seeks a Senior Associate | Client Services to support an advisor or team, delivering comprehensive wealth and investment services to private clients and institutions. You will maintain relationships, coordinate onboarding, and collaborate across operations, portfolio management, and billing to ensure timely execution of client requests.

You will manage client communications, prepare documentation, and participate in client meetings, events, and seminars as needed while