Service Operations Associate (Woodland Hills, CA or Los Angeles, CA)
Core
Execute administrative and transactional functions to support the firm's service delivery, including processing paperwork, managing money movements, and maintaining client records.
Role type
Service Operations Associate (Financial Services)
Builds
Operational support for client accounts and transactions
Domain
Financial Services / Wealth Management
Required skills
Financial services experience, money movement execution, CRM usage, regulatory compliance knowledge, process documentation
Preferred skills
Notary designation, Salesforce experience, Bachelor's degree
Technologies
CRM systems, MS Word, Excel, Outlook
Responsibilities
Process client paperwork and documentation, execute money movement requests (wires, ACH), monitor service requests in a centralized queue, maintain transaction records, liaise with custodians, support Relationship Managers
Seniority
Entry-level to Mid-level