What are the responsibilities and job description for the Client Service Associate position at California Wealth Transitions?
About Us
California Wealth Transitions is a growing financial management firm dedicated to helping clients navigate life’s financial milestones with confidence. We pride ourselves on delivering exceptional client service, tailored financial strategies, and a highly collaborative team culture.
Position Overview
We are seeking a motivated, detail-oriented Client Service Associate to join our team. This entry-level role is ideal for someone looking to begin a long-term career in financial services. You will work closely with advisors and operational staff to support client relationships, ensure smooth account workflows, and maintain a high standard of service.
Key Responsibilities
• Provide friendly, responsive support to clients via phone, email, and in person
• Assist with onboarding new clients, including preparing forms and gathering documentation
• Process account opening, transfers, money movement, and other service requests with accuracy
• Maintain and update client records in CRM and custodian platforms
• Schedule client meetings and prepare meeting materials
• Coordinate with advisors on follow-up tasks and outstanding items
• Handle general office administrative duties and support team operations
• Maintain confidentiality and ensure compliance with industry regulations
Qualifications
• Bachelor’s degree preferred (Finance, Business, Communications, or related field)
• Strong organizational skills and exceptional attention to detail
• Excellent verbal and written communication skills
• Ability to manage multiple tasks and meet deadlines
• Positive attitude and willingness to learn
• Proficiency in Microsoft Office Suite; familiarity with CRM systems a plus
• Customer service or administrative experience is helpful but not required
What We Offer
• Hands-on training and mentorship
• Opportunities for career growth within the firm
• Collaborative, team-oriented environment
• Competitive compensation and benefits package
• Exposure to financial planning, wealth management, and investment operations