Client Services Associate

SENIOR CLIENT SERVICE ASSOCIATE "” WEALTH MANAGEMENTWoodland Hills, CA | Onsite | Base $85-110K | Discretionary bonusWe're recruiting on behalf of a well-established boutique RIA that is deliberately expanding its client service team. This is a net-new senior seat, not a backfill, driven by growth. You'll be working directly with high-net-worth clients, owning account operations end-to-end, and mentoring junior associates as the team scales. The right person takes ownership, communicates proactively, and genuinely thrives in a senior client service role.This is a small, tight-knit team with a client-first culture. Type A, self-directed, and detail-oriented is the standard here, not the exception. This is a firm where strong CSAs are valued and have a real path to grow within the client service and operations track long-term.COMPENSATION: Up to $85,000-$110,000 + Discretionary Bonus + BenefitsLOCATION: Fully on-site in Woodland Hills, 5 days/week "” no exceptionsQUALIFICATIONS:3+ years of Senior CSA experienceRIA or wealth management firm backgroundDirect HNW client interactionFull ownership of account ops "” openings, transfers, ACATsSchwab Advisor Services experience (Tamarac a plus)Experience mentoring or guiding junior staffSeries 65 preferred but not requiredUS Citizens and Permanent Residents are welcome to apply. Unable to provide sponsorship at this time.

Created: 2026-05-09