Client Services Associate

Senior Client Service Associate — Wealth Management

Woodland Hills, CA | Onsite | Base $85–110K | Discretionary bonus

We'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 + Benefits

Location: Fully on-site in Woodland Hills, 5 days/week — no exceptions

Qualifications:

• 3+ years of Senior CSA experience
• RIA or wealth management firm background
• Direct HNW client interaction
• Full ownership of account ops — openings, transfers, ACATs
• Schwab Advisor Services experience (Tamarac a plus)
• Experience mentoring or guiding junior staff
• Series 65 preferred but not required

**US Citizens and Permanent Residents are welcome to apply. Unable to provide sponsorship at this time.**