Senior Client Service Associate

Location: Woodland Hills, CA (On-Site)Position OverviewWe 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 ResponsibilitiesClient Service & Relationship ManagementServe as a primary point of contact for high-value clients and more complex service requestsBuild trust with clients through clear communication and consistent follow-throughDeliver proactive, high-quality client service with a strong emphasis on responsiveness and accuracyAnticipate client needs and coordinate solutions in partnership with advisorsAccount Management & OperationsOversee complex account activities, including openings, transfers, and maintenance across multiple custodiansReview and process transactions with a high level of accuracy and complianceTroubleshoot and resolve escalated client and account-related issues efficientlyEnsure proper documentation, workflows, and adherence to firm and regulatory standardsTeam Leadership & Process ImprovementMentor and support junior CSAs, providing guidance on best practices and client service standardsAssist in training and onboarding new team membersIdentify opportunities to improve workflows, processes, and client experienceServe as a resource for the team on complex scenarios and operational questionsQualificationsRequiredBachelor'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 roleStrong organizational and time management skills with the ability to handle competing prioritiesExcellent written and verbal communication skillsHigh attention to detail, accountability, and problem-solving abilityPreferredExperience supporting financial advisors or working directly with high-net-worth clientsFamiliarity with Schwab and Tamarac (or similar custodial and portfolio management platforms)Series 65 license (preferred but not required)What We OfferCollaborative, team-oriented environment with a strong focus on client service excellenceMeaningful responsibility and the opportunity to make an immediate impact on client experience401(k) with employer matchHealth insurance, paid time off, and paid holidaysEqual Employment OpportunityWe 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.