Wealth Client Services Associate | Growth & Ops

One Capital Management LLC; Westlake Village (CA); On-site; USD 69,000 - 75,000; Full time

Benefits offered by this job

Performance Based Bonus

Flexible and responsible PTO

Health care plan participation

Company 401(k) Plan

Wellness Program reimbursement

Continuing education sponsorship

Job summary

One Capital Management LLC in Walnut Creek, CA, seeks an Associate | Client Services & Office Operations to support advisors and ensure a smooth, professional office environment while delivering comprehensive wealth services to private clients.

You will manage client inquiries, onboard new clients, coordinate meetings, prepare paperwork, and maintain CRM records, with a focus on accuracy, responsiveness, and collaboration with operations, investments, and billing teams.

Qualifications

• A bachelor’s degree is recommended, preferably in Business, Finance, Economics, or related field.
• 1–3 years of experience in investment advisory, asset management, or a financial services company.
• Excellent communication, strong relationships, and attention to detail in a fast-paced environment.
• Proficiency with Microsoft Office; experience with Addepar, Salesforce, and custodians is valuable.

Responsibilities

• Maintain client relationships as a primary contact for inquiries related to accounts, cash management, distributions, and reporting.
• Assist wealth advisor and internal teams to fulfill client requests within defined SLAs.
• Coordinate client onboarding, documentation, and meeting prep.
• Support office operations and vendor relationships to keep the Walnut Creek office running smoothly.

Skills

Excellent communication skills

Strong organizational skills

MS Office proficiency

Addepar experience

CRM experience (Salesforce)

Education

Bachelor’s degree recommended

1-3 years of relevant experience in investment advisory or financial services

Tools

Addepar

Salesforce CRM

Custodian websites

Job description

One Capital Management LLC in Walnut Creek, CA, seeks an Associate | Client Services & Office Operations to support advisors and ensure a smooth, professional office environment while delivering comprehensive wealth services to private clients.

You will manage client inquiries, onboard new clients, coordinate meetings, prepare paperwork, and maintain CRM records, with a focus on accuracy, responsiveness, and collaboration with operations, investments, and billing teams.