Location: Woodland Hills, CA (On-Site)

Position Overview

We are seeking a Senior Client Service Associate (Senior CSA) to join our growing wealth management firm. In this role, you will serve as a senior point of contact for clients, managing more complex service needs, supporting high-value relationships, and ensuring accuracy and consistency across client accounts.

As a Senior CSA, you will play a key role in mentoring junior team members, improving processes, and partnering closely with advisors to deliver a high-touch client experience. This position is ideal for someone with a strong foundation in wealth management who is ready to take on increased responsibility and leadership within the firm.

Key Responsibilities

Client Service & Relationship Management

• Serve as a primary point of contact for high-value clients and more complex service requests
• Build trust with clients through clear communication and consistent follow-through
• Deliver proactive, high-quality client service with a strong emphasis on responsiveness and accuracy
• Anticipate client needs and coordinate solutions in partnership with advisors

Account Management & Operations

• Oversee complex account activities, including openings, transfers, and maintenance across multiple custodians
• Review and process transactions with a high level of accuracy and compliance
• Troubleshoot and resolve escalated client and account-related issues efficiently
• Ensure proper documentation, workflows, and adherence to firm and regulatory standards

Team Leadership & Process Improvement

• Mentor and support junior CSAs, providing guidance on best practices and client service standards
• Assist in training and onboarding new team members
• Identify opportunities to improve workflows, processes, and client experience
• Serve as a resource for the team on complex scenarios and operational questions

Qualifications

Required

• Bachelor’s degree in finance, business, or a related field (or equivalent experience)
• 3-5+ years of experience in a client service, operations, or wealth management role
• Strong organizational and time management skills with the ability to handle competing priorities
• Excellent written and verbal communication skills
• High attention to detail, accountability, and problem-solving ability

Preferred

• Experience supporting financial advisors or working directly with high-net-worth clients
• Familiarity with Schwab and Tamarac (or similar custodial and portfolio management platforms)
• Series 65 license (preferred but not required)

What We Offer

• Collaborative, team-oriented environment with a strong focus on client service excellence
• Meaningful responsibility and the opportunity to make an immediate impact on client experience
• 401(k) with employer match
• Health insurance, paid time off, and paid holidays

Equal Employment Opportunity

We are an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status under applicable law. We provide reasonable accommodations in accordance with applicable law.

As part of our hiring process, we may use technology, including artificial intelligence tools, to assist with tasks such as job description development and candidate evaluation. All final employment decisions are made by our team and comply with applicable equal employment opportunity laws.

Source ⇲
globalcareershub.com