Wealth Client Services & Operations Associate

HighTower Advisors, LLC; Folsom (CA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance

Flexible PTO plan

401k matching

Job summary

Natoma Wealth is seeking a Client Service and Operations Associate in Folsom, CA. You will support a seasoned wealth management team, handling account services, transaction processing, and client communications to ensure a premium client experience.

The role requires a BA/BS, 3+ years in financial services or client service, and a Series 65 within 6 months. You will work with custodians (Fidelity, Charles Schwab) and our CRM (Salesforce) to drive accuracy and timely responses.

Qualifications

• BA/BS in Business/Marketing/Communications or related field required or preferred.
• Minimum 3+ years of experience in Financial Services or Client Service.
• Series 65 required; if not licensed, must be achieved within 6 months of hire.

Responsibilities

• Complete operational tasks including account services and transaction processing.
• Field client requests and ensure client needs are met while following compliance standards.
• Manage prospect and client timelines and complete multi-step tasks.

Skills

Team player

Client-first attitude

Written & verbal communication

Organized & detail-oriented

Adaptable

Education

BA/BS in Business/Marketing/Communications

Tools

Salesforce

Microsoft Office

Outlook

Job description

Natoma Wealth is seeking a Client Service and Operations Associate in Folsom, CA. You will support a seasoned wealth management team, handling account services, transaction processing, and client communications to ensure a premium client experience.

The role requires a BA/BS, 3+ years in financial services or client service, and a Series 65 within 6 months. You will work with custodians (Fidelity, Charles Schwab) and our CRM (Salesforce) to drive accuracy and timely responses.