Client Services Associate (Investment Operations) at Jobot

Launch your career at a top-tier family office. Start in investment operations and grow into a client-facing role supporting ultra-high-net-worth client! This Jobot Job is hosted by: Danielle Liguori Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $75,000 - $90,000 per year A bit about us: Recognized as a "Best Place to Work" for 11 consecutive years We are growing our team and seeking someone with a financial/ops background who is willing to spend 6-12 months in our Investment Ops department and then transition to a Client Services Associate role. Why join us? Competitive Compensation Full benefits package 401(k) plan with 100% vested company match PTO + holidays Hybrid 3 days on site Collaborative, fun, flexible work environment Clear path to climb corporate ladder Hands-on training with real client exposure Job Details About the Role Begin in Investment Operations, transition to Client Services Associate within 6-12 months Work directly alongside advisors and client service teams in a boutique family office environment Build deep institutional knowledge of how a sophisticated wealth management practice operates before stepping into a client-facing role High-growth opportunity for an early-career professional looking to establish themselves Investment Ops Phase (months 1-12) Process new account paperwork & account transfers Prepare and distribute performance and portfolio reports Maintain data integrity across CRM and portfolio management systems CSA Phase (ongoing) Serve as a primary point of contact for assigned high-net-worth client families Respond to client inquiries with professionalism, accuracy, and discretion Prepare materials and summaries ahead of client review meetings Manage client onboarding from start to finish Coordinate between advisors, clients, and third-party service providers Process distribution requests, wire transfers, and account maintenance Maintain and update client records in CRM What We're Looking For 0-5 years of relevant experience Bachelor's degree in Finance, Business, Accounting, or related field Natural relationship builder Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: