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Client Service Operations Associate Jobs in California

Sonar Spark

Client Service Associate

Los Angeles, CA · On-site

$50K - $55K/yr

Client Service Associate At Sonar Spark, we empower organizations to amplify their influence ... You will support daily operations, assist with inquiries, maintain accurate records, and uphold the ...

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Client Service Operations Associate information

What is the difference between Client Service Operations Associate vs Client Service Representative?

AspectClient Service Operations AssociateClient Service Representative
CredentialsTypically requires a bachelor's degree in business, finance, or related fieldOften requires a high school diploma or associate degree, with some roles preferring customer service certifications
Work EnvironmentUsually in back-office or operational teams, focusing on process management and supportFront-line customer interaction, handling inquiries and resolving issues
Employer & Industry UsageFinancial services, banking, investment firmsBanking, insurance, retail banking
Common Search & Comparison IntentUnderstanding operational roles and responsibilities in client supportCustomer interaction and service delivery

The main difference is that Client Service Operations Associates focus on supporting internal processes and operations behind the scenes, while Client Service Representatives handle direct customer interactions. Both roles are essential in client support but differ in responsibilities and work environment.

Is a client service operations associate a good job?

A client service operations associate is a role focused on managing client accounts, resolving issues, and supporting operational processes, often requiring strong communication and organizational skills. The job can offer stable employment, opportunities for skill development, and advancement within customer service or operations departments. Its suitability depends on individual career goals and interest in client interaction and problem-solving.

What does a client service operations associate do?

A client service operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to coordinate between clients and internal teams.

What is a client service operations associate?

A client service operations associate is responsible for supporting client accounts by managing communication, resolving issues, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to coordinate between clients and internal teams.

What is the role of a client service operations associate?

A client service operations associate is responsible for supporting client accounts, ensuring smooth communication between clients and the company, and managing operational tasks such as data entry, process coordination, and issue resolution. They often use customer relationship management (CRM) tools and require strong organizational and communication skills to maintain client satisfaction and operational efficiency.

What cities in California are hiring for Client Service Operations Associate jobs?

Cities in California with the most Client Service Operations Associate job openings:

Client Service Operations Associate jobs near you

Client Service Operations Associate

Walnut Creek, CA • On-site, Remote

Leading Financial Advisory Firm
See more jobs at Leading Financial Advisory Firmexternal

$80K - $100K/yr

Full-time

Retirement, PTO

Re-posted 19 days ago

Job description

Pathwise Wealth Partners is a wealth management firm located in the Bay Area and San Diego. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. If you'd like to join wealth management team that is dedicated to its clients and be part of a small firm that is founded on generosity and giving back, this may be a good fit for you! Find out more about us at pathwise.co.
This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is only open to candidates in Pacific and Mountain time zones.
Compensation:
  • Salary range of $80K-100K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • 401(k) with company contribution
  • Generous PTO Policy & Paid Holidays
  • Professional, Rewarding, Motivating Atmosphere
  • Permanently remote position

Responsibilities include:
  • Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight
  • Assist Advisors with client meeting prep and follow-up tasks
  • New client onboarding including account setup, data collection, and account transfers
  • Process account opening applications, transfer paperwork, money movements and/or other various industry-specific administrative and operational tasks
  • Own the annual client service workflows including beneficiary audit, plan update info gathering, tax doc gathering
  • Private equity administration including subscription agreements, wire requests, and distributing statements
  • We are a team that is always striving to improve our processes, and we ask our team to help identify areas for improvement.

Requirements:
  • 3 years of financial services experience and prior remote working experience. Client service experience strongly preferred.
  • Warm communication style and comfortable reaching out to clients over email and phone
  • Experience with our software is not required, but it is a plus: Wealthbox, Schwab, Altruist, eMoney, Orion, PreciseFP, Nitrogen
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to work independently while prioritizing projects and managing your time
  • Tech savvy with ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:
Qualified candidates will start the process with a 15-30 minute Zoom interview conducted by our recruiting consultant. If you advance in the process, you will be required to complete a Career History Form, and if you are selected to move forward, you will be invited to an interview with the team. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.

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