Wealth Management Client Services Specialist

North American Dental Group; Santa Monica (CA); On-site; USD 68,000 - 92,000; Full time

Job summary

Gerber Kawasaki Wealth & Investment Management in Santa Monica is seeking an experienced Client Services Associate to support Financial Advisors and clients throughout the account lifecycle. This role requires a highly organized, tech-savvy professional who can navigate multiple custodial platforms and systems while delivering accurate, fast service.

You will manage account setup and maintenance, process transactions, and collaborate across teams to enhance the client and advisor experience.

Qualifications

• 3+ years in client services or operations within wealth management.
• Experience working directly with Financial Advisors and high-net-worth clients.
• Strong proficiency with Salesforce, Fidelity, and Schwab.

Responsibilities

• Serve as a trusted partner for Financial Advisors, ensuring an exceptional client experience.
• Handle client service requests from initiation through completion with timely follow-up.
• Open, maintain, transfer, and close investment accounts across custodial platforms.
• Manage new account paperwork, registrations, beneficiary changes, and other account requests.
• Process client disbursements, transfers, contributions, distributions, and other transactions.
• Collaborate with custodians and internal teams to resolve account and operational issues.

Skills

Client services

Operations

Tech-savvy

Attention to detail

Communication

Tools

Salesforce

Fidelity

Schwab

Job description

Gerber Kawasaki Wealth & Investment Management in Santa Monica is seeking an experienced Client Services Associate to support Financial Advisors and clients throughout the account lifecycle. This role requires a highly organized, tech-savvy professional who can navigate multiple custodial platforms and systems while delivering accurate, fast service.

You will manage account setup and maintenance, process transactions, and collaborate across teams to enhance the client and advisor experience.