Client Service & Operations Associate

Your Role & Responsibilities

• Manage account openings, transfers, and ongoing maintenance workflows.
• Accurately process time-sensitive money movements (wires, transfers, etc.).
• Cook up with custodians and internal teams to track status and resolve issues.
• Maintain precise client records in our CRM (Wealthbox experience preferred but not required).
• Serve as a trusted operational partner to advisors and internal teams.

What We’re Looking For

• 3+ years of experience in wealth management, financial services, RIA operations, or client service.
• Familiarity with custodial platforms (Pershing, Schwab, etc.) and CRM systems (Wealthbox a plus).
• Strong Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Highly organized, detail-oriented, proactive, and able to work independently and with a team.
• Candidate seeking a long-term opportunity with potential for growth (not into advisory).
• Nice-to-Have: Securities licenses (Series 7/63/66), but not required.

Why Famiglia?

• Competitive base salary ($65k-$75k) with potential bonus opportunities
• Health, dental, vision insurance
• 401(k)
• PTO
• On-the-job training and professional development
• A culture that values focus during the workday and balance after hours