Wealth Management Client Experience & Ops Lead

Alliance Resource Group; Westlake Village (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Alliance Resource Group in Westlake Village, CA is seeking a Client Services & Operations Manager to support its growing client base and day-to-day operations.

The role focuses on delivering high-touch client service, overseeing onboarding, processing distributions and account updates, coordinating maintenance, and supervising quarterly billing cycles through Orion. A 2–3+ year background in wealth management and a bachelor’s degree are preferred.

Qualifications

• Minimum of 2-3+ years of experience in wealth management, financial services, or a similar client-service environment.
• Strong judgment and discretion when handling confidential financial information.
• Bachelor's degree preferred.

Responsibilities

• Serve as a primary point of contact for clients, providing responsive, high-touch service and ensuring an excellent overall client experience.
• Manage new client onboarding, including account opening, transfers, paperwork, funding and ongoing account maintenance.
• Coordinate client requests related to distributions, deposits, beneficiary changes, account updates and other service needs.
• Assist with portfolio-related operational activity, including account reconciliation, cash management, transfers and trade-related administration.
• Oversee firm policies, procedures, and quarterly billing cycles directly through Orion.

Skills

Client service

Wealth management

Account administration

Onboarding

Education

Bachelor's degree preferred

Tools

Orion

Job description

Alliance Resource Group in Westlake Village, CA is seeking a Client Services & Operations Manager to support its growing client base and day-to-day operations.

The role focuses on delivering high-touch client service, overseeing onboarding, processing distributions and account updates, coordinating maintenance, and supervising quarterly billing cycles through Orion. A 2–3+ year background in wealth management and a bachelor’s degree are preferred.