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Operations Client Service Jobs (NOW HIRING)

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Client Service Operations Associate

$80K - $100K/yr

Client Service Operations Associate 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 ...

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Operations Client Service information

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$35.5K

$78.6K

$131K

How much do operations client service jobs pay per year?

As of Sep 11, 2026, the average yearly pay for operations client service in the United States is $78,645.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $95,500.00 per year, depending on experience, location, and employer.

Is operations a high paying job?

Operations roles can offer competitive salaries, especially in industries like finance, technology, and healthcare. Salary levels depend on experience, location, and the specific responsibilities of the position, with higher pay often associated with managerial or specialized roles within operations.

What is the role of operations client service?

Operations client service involves managing interactions between a company and its clients to ensure their needs are met efficiently. It includes handling inquiries, resolving issues, and coordinating with internal teams to deliver quality service, often using tools like CRM software. Strong communication and problem-solving skills are essential in this role.

What states have the most Operations Client Service jobs?

States with the most job openings for Operations Client Service jobs include:

What are popular job titles related to Operations Client Service jobs?

For Operations Client Service jobs, the most frequently searched job titles are:

Investment Operations & Client Service Specialist

Remote

Assist World
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Posted 7 days ago

Job description

Investment Operations & Client Service Specialist

Our client is an established outsourcing company that provides operational support to Registered Investment Advisors (RIAs) and financial planning firms across the US. They support clients with essential back-office functions including client servicing, financial planning support, investment operations, account administration, and other operational processes. Their team works behind the scenes to provide high-quality, efficient support that allows advisors to focus on their clients and core business. They are now looking for an Investment Operations & Client Service Specialist to join the team on a part-time basis, with the potential to increase to full-time as the relationship develops.

This is a hands-on, detail-oriented role focused on processing investment and client administration tasks quickly and accurately. You will work primarily behind the scenes, supporting advisors and internal teams with tasks such as opening new investment accounts, maintaining existing client accounts, processing money movements, updating client information, and resolving operational issues. The ideal candidate will be highly organised, comfortable working within established processes, and take genuine pride in producing accurate, high-quality work.

Key Responsibilities

  • Process new account openings with major financial custodians such as Charles Schwab, Fidelity, and Raymond James
  • Complete client account maintenance and administrative updates
  • Process requests such as money movements and changes to client information
  • Review documentation and identify missing or incorrect information
  • Communicate with advisors and internal teams when additional information is required
  • Work with investment performance reporting platforms such as Black Diamond and Orion
  • Contact custodian support teams to investigate and resolve account-related issues
  • Escalate more complex issues to team leads or appropriate members of the team
  • Follow established processes and workflows to ensure work is completed consistently
  • Maintain a high level of accuracy while processing a significant volume of work
  • Identify opportunities to improve processes and communicate suggestions to the team
  • Collaborate effectively with colleagues across the business

What We're Looking For

The successful candidate will be someone who:

  • Has experience in investment operations, wealth management, financial services, RIA operations, client servicing, or a similar environment
  • Has experience working with investment accounts, custodians, or financial administration
  • Is highly detail-oriented and takes pride in the quality of their work
  • Can work quickly without sacrificing accuracy
  • Has excellent written and verbal communication skills
  • Is confident identifying missing information and following up with the relevant person
  • Is comfortable communicating with external organisations and custodian support teams
  • Can follow established processes while also recognising opportunities to improve them
  • Is proactive and willing to speak up when there is a problem
  • Works well independently while remaining a strong team player

Experience With:

  • Experience with any of the following would be highly advantageous: Charles Schwab, Fidelity, Raymond James, Black Diamond, Orion, RIA or wealth management platforms, investment account administration, client account opening and maintenance

$900 - $1,100 a month Hours: Part-Time | 25–30 Hours Per Week | Potential to Progress to Full-Time

Why Join Assist World?

  • 100% REMOTE
  • $50 birthday bonus
  • $200 testimonial bonus
  • NO TRACKER. NO PROBLEM

Apply