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Ria Operations Jobs in Riverside, CA (NOW HIRING)

Tax Alchemy

Client Service Associate

Irvine, CA · On-site +1

$70K - $85K/yr

Coordinate with RIA Operations partners to facilitate timely execution of client recommendations and instructions * Liaise with insurance brokerage partners to support the implementation of risk ...

Full Bloom Wealth

Client Service Associate

Irvine, CA · Remote

$70K - $85K/yr

Coordinate with RIA Operations partners to facilitate timely execution of client recommendations and instructions * Liaise with insurance brokerage partners to support the implementation of risk ...

AppleOne

Operations Specialist

Orange, CA

$90K/yr

Job Summary We are seeking an experienced Operations Specialist for a direct hire opportunity with an independent broker-dealer and RIA environment in Orange, CA. This role is ideal for a financial ...

New

RK Partners

Financial Advisor-Seattle

Irvine, CA · On-site

$125K/yr

We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive ... Operations and Client Services - We have client service teams to handle everything - they work with ...

RK Partners

Financial Advisor-Seattle

Irvine, CA · On-site

$125K - $150K/yr

We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive ... Operations and Client Services - We have client service teams to handle everything - they work with ...

FieldAI

Lead Functional Safety Engineer-Federal

Irvine, CA · On-site

$110K - $144K/yr

... operations without a safety operator in line-of-sight 2. Hands-on Hardware Configuration * Select ... Familiarity with relevant safety standards (e.g., ISO 13849, ISO 3691-4, IEC 61508, or ANSI/RIA R15 ...

FieldAI

Lead Functional Safety Engineer-Federal

Irvine, CA

$110K - $144K/yr

... operations without a safety operator in line-of-sight 2. Hands-on Hardware Configuration * Select ... Familiarity with relevant safety standards (e.g., ISO 13849, ISO 3691-4, IEC 61508, or ANSI/RIA R15 ...

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All JobsRia Operations JobsRia Operations Jobs in Riverside, CA

Ria Operations information

See Riverside, CA salary details

$32.9K

$80.6K

$142.4K

How much do ria operations jobs pay per year?

As of Jun 5, 2026, the average yearly pay for ria operations in Riverside, CA is $80,597.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,200.00 and $106,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Ria Operations specialist, and why are they important?

To thrive as a Ria Operations specialist, you need a solid understanding of financial operations, compliance, and transaction processing, often supported by a degree in finance or business administration. Familiarity with payment processing systems, anti-money laundering (AML) compliance tools, and Ria’s proprietary platforms is typically required. Attention to detail, problem-solving skills, and effective communication are crucial soft skills in this role. These competencies ensure accurate, secure, and efficient handling of financial transactions while maintaining regulatory compliance.

What are some common challenges faced in a Ria Operations role, and how can I prepare for them?

In a Ria Operations role, you may frequently encounter challenges related to compliance with international money transfer regulations, managing high transaction volumes, and ensuring accuracy in data processing. Being detail-oriented and staying updated on regulatory changes are critical to overcoming these challenges. Additionally, developing strong communication skills will help you collaborate effectively with compliance teams, customer service, and external partners. Proactively learning about anti-money laundering (AML) and fraud prevention practices can also give you a competitive edge.

What are Ria Operations?

Ria Operations typically refer to the functions and processes involved in managing money transfer and remittance services within the Ria Money Transfer company. This includes handling transactions, ensuring compliance with financial regulations, customer service, and supporting the secure and efficient movement of funds across borders. Operations staff work to prevent fraud, resolve customer issues, and maintain smooth workflow within the company. Their role is crucial in delivering reliable and timely remittance services to customers worldwide.

How much does RIA pay?

Ria Operations roles typically offer salaries ranging from $40,000 to $70,000 annually, depending on experience, location, and specific responsibilities. Compensation may also include bonuses and benefits, and roles often require knowledge of financial regulations and customer service skills.
What are popular job titles related to Ria Operations jobs in Riverside, CA? For Ria Operations jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Ria Operations jobs in Riverside, CA look for? The top searched job categories for Ria Operations jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Ria Operations jobs? Cities near Riverside, CA with the most Ria Operations job openings:
Ria Operations jobs near you

Client Service Associate

Tax Alchemy

Irvine, CA • On-site, Remote

$70K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

Client Service Associate
Department: Financial Advisory
Employment Type: Full Time
Location: Remote
Reporting To: Financial Advisor
Compensation: $70,000 - $85,000 / year
Description
We are seeking a detail-oriented and technically proficient Client Service Associate to serve as the analytical and execution backbone of our advisory pod. Working in close partnership with the Financial Advisor, this individual will be responsible for preparing, coordinating, and delivering the technical components of the client experience - ensuring every client interaction is accurate, organized, well-prepared, and actionable.
This role is best suited for a highly organized professional with a strong foundation in financial planning support and operations, who takes pride in precision, thrives in a structured environment, and understands that their work directly enables an exceptional client experience.
Key Responsibilities
Serve as the technical and operational engine of the advisory pod - ensuring all planning materials, analyses, and deliverables are prepared with accuracy and delivered on time, enabling the Financial Advisor to focus entirely on client relationships and decision-making. Additionally, support the advisor with investment and risk management operations project management including interacting with RIA and insurance brokerage key stakeholders to support the overall client experience.
1. Meeting Preparation & Planning Outputs
  • Prepare all client meeting materials in advance, including:
    • Retirement projections and income analysis
    • Investment performance and portfolio analysis
    • Financial planning summaries and supporting outputs
  • Ensure all materials are accurate, clearly presented, and delivered within established timelines
  • Maintain and update client planning data within the firm's planning systems and tools

2. Implementation Coordination
  • Coordinate with RIA Operations partners to facilitate timely execution of client recommendations and instructions
  • Liaise with insurance brokerage partners to support the implementation of risk management and insurance strategies
  • Ensure all implementation steps are tracked, confirmed, and communicated appropriately

3. Action Item Tracking & Follow-Through
  • Capture and manage all post-meeting action items with clear ownership and deadlines
  • Monitor progress on outstanding items and proactively follow up to ensure timely resolution
  • Support the Financial Advisor in maintaining a seamless, friction-free client experience between meetings

4. Internal Collaboration & Pod Support
  • Work closely with the Financial Advisor to ensure alignment across all client workstreams
  • Communicate proactively on timelines, dependencies, and any issues that may affect delivery
  • Contribute to continuous improvement of internal processes, templates, and planning workflows

Success in this role is defined by the quality, accuracy, and timeliness of all planning deliverables. Key performance indicators include:
  • Accuracy and reliability of all client meeting materials and planning outputs
  • On-time preparation and delivery of materials ahead of scheduled client meetings
  • Effective coordination across investment operations and insurance partners
  • Timely resolution of post-meeting action items
  • Ability to enable the Financial Advisor to operate without operational friction or delays

Qualification & Required Experience
Required
  • 3+ years of experience in financial planning support, investment operations, or administrative roles within wealth management
  • Proficiency in retirement analysis, investment analysis, and financial planning tools (e.g., eMoney, RightCapital, or similar)
  • Familiarity with CRM platforms (e.g., Wealthbox, Slant, etc.)
  • Exceptional attention to detail and commitment to accuracy
  • Strong organizational and time management skills

Preferred
  • Series 65/66 licenses - active and in good standing
  • State Life & Health insurance producer licenses
  • Experience working within a team-based or pod advisory model
  • Exposure to insurance brokerage coordination and implementation workflows
  • CFP® candidacy or interest in pursuing professional designations

Skills & Attributes
  • High degree of accuracy and reliability - consistently delivers work that is correct and complete
  • Strong analytical mindset with the ability to interpret and present financial data clearly
  • Excellent written communication skills for preparing client-ready materials
  • Proactive and self-directed - anticipates needs and acts without being prompted
  • Collaborative team player who communicates openly and supports pod-wide success
  • Comfortable managing multiple priorities and deadlines in a structured, fast-paced environment
  • Discretion and professionalism when handling sensitive client information

Benefits
  • Work from home
  • Medical, dental, vision, life and voluntary life insurance
  • 401(k) with company match
  • Paid vacation and sick days
  • Paid holidays
  • Potential for performance bonus of up to 20% of base compensation annually, tied to employee and company performance

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