Client Service Associate

5 days ago

Los Angeles, California, United States EFC Wealth Group, Inc. Full time

Client Service Associate (Wealth Management Firm)

Los Angeles, CA | Full-Time | On-site

About EFC Wealth Management Firm

EFC Wealth Management is a boutique Registered Investment Advisor helping clients design personalized, tax-efficient retirement and wealth strategies. We're a high-performing, client-first firm that believes financial planning should be as personal as it is powerful. Our culture is built on integrity, excellence, and execution — and we're looking for someone who lives those values daily.

Position Overview

We're seeking an experienced Client Service Associate to join our growing team. This role is perfect for someone who thrives on organization, precision, and client satisfaction. You'll work closely with our advisors to ensure each client experience runs seamlessly from onboarding through ongoing service — supporting account operations, compliance, and client requests with excellence and care.

Key Responsibilities

  • Process new account openings, ACAT transfers, contributions, and distributions.
  • Manage daily client service requests, paperwork, and custodial follow-ups.
  • Prepare meeting packets, statements, and client review materials.
  • Maintain accurate data in CRM (Salesforce preferred) and custodial platforms.
  • Assist advisors in tracking pending items and ensuring timely completion.
  • Coordinate with custodians and vendors to resolve client issues.
  • Support client communication initiatives (emails, scheduling, updates).
  • Uphold compliance and documentation standards at all times.

Qualifications

  • 5+ years of experience in client services or operations within a Wealth Management, RIA, or Financial Planning firm.
  • Active Series 65 and Life Insurance License required.
  • Strong knowledge of investment accounts, custodians (Schwab, Fidelity, etc.), and industry paperwork.
  • Excellent organizational and multitasking skills with strong attention to detail.
  • Polished written and verbal communication skills.
  • Experience with CRM systems (Salesforce preferred) and Microsoft Office Suite.
  • Ability to work effectively in a collaborative, fast-paced environment.

Who You Are

  • A seasoned professional who owns their role and delivers results.
  • A team player who keeps promises and thrives on precision.
  • Calm under pressure, adaptable, and client-focused.
  • Detail-oriented, proactive, and passionate about service excellence.

Compensation & Benefits

Pay: $55,000 – $70,000 per year base

Bonus: $8,000 – $20,000 potential per year

Benefits include:

  • 401(k k) matching
  • Health, dental, and vision insurance
  • Health savings account (HSA)
  • Life insurance
  • Paid time off & holidays
  • Tuition reimbursement
  • Volunteer time off

Join us on this exciting journey where your contributions will make a real difference

Job Type: Full-time

Pay: $60, $72,313.08 per year

Ability to Commute:

  • Los Angeles, CA Required)

Ability to Relocate:

  • Los Angeles, CA 90045: Relocate before starting work (Required)

Work Location: In person

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