Client Services Associate

Gerber Kawasaki Wealth Management•Santa Monica, CA

9d•Onsite

About The Position

Gerber Kawasaki is seeking an experienced, highly proficient, tech-savvy, and exceptionally detail-oriented Client Services Associate to join their growing team. This role is an opportunity for a client service professional who understands the pace and precision required in wealth management and can serve as a trusted partner to Financial Advisors. The ideal candidate is highly organized, efficient, and solutions-oriented, comfortable working across multiple custodial platforms, systems, and applications simultaneously, and takes pride in completing tasks accurately and quickly. As a Client Services Associate, you will support Financial Advisors and their clients across the full account lifecycle, ensuring client requests and operational needs are handled accurately, efficiently, and with a high level of professionalism. The company fosters a collaborative, entrepreneurial environment with opportunities for career growth and internal promotion.

Requirements

3+ years of experience in client services, operations, or a similar role within wealth management or financial services preferred.
Demonstrated experience working directly with Financial Advisors and/or high-net-worth clients.
Strong experience with Salesforce, Fidelity, and Schwab; experience with all is highly preferred.
Hands-on experience with opening, maintaining, transferring, and closing investment accounts.
Experience processing client transactions, including transfers, disbursements, contributions, distributions, and account maintenance.
Experience working within an RIA, wealth management firm, or investment management environment strongly preferred.
Highly tech-savvy and extremely comfortable working across multiple systems and platforms at once.
Ability to efficiently navigate multiple browser tabs, applications, documents, and systems simultaneously without losing accuracy.
Advanced proficiency in Microsoft Office, Adobe, DocuSign, and other digital tools.
Strong computer skills with the ability to learn new systems and technology quickly.
Extremely detail-oriented with a strong focus on accuracy, organization, and follow-through.
Able to work quickly and efficiently in a fast-paced environment without sacrificing quality.
Exceptional written and verbal communication skills.
Strong organizational and time-management skills with the ability to prioritize competing demands.
Demonstrated ability to manage multiple requests and projects simultaneously.
Proactive, resourceful, and solutions-oriented with strong follow-through.
Able to anticipate advisor and client needs rather than simply react to requests.
Professional, polished, and composed when working with clients, advisors, and internal teams.
Demonstrated ability to handle sensitive financial and personal information with discretion and strict confidentiality.
Team-oriented, collaborative, and willing to jump in wherever needed.
Curious and eager to continuously learn, improve processes, and take on additional responsibility.

Nice To Haves

Experience with all of Salesforce, Fidelity, and Schwab is highly preferred.
Experience working within an RIA, wealth management firm, or investment management environment strongly preferred.

Responsibilities

Serve as a trusted partner and advocate for Financial Advisors, helping them deliver an exceptional client experience.
Manage client service requests from initiation through completion, ensuring timely follow-up and resolution.
Open, maintain, transfer, and close investment accounts across custodial platforms.
Manage new account paperwork, account maintenance, registrations, beneficiary changes, and other account-related requests.
Process and coordinate client disbursements, transfers, contributions, distributions, and other account transactions.
Work closely with custodians and internal teams to resolve account and operational issues.
Communicate professionally and effectively with clients, advisors, custodians, and internal partners.
Work extensively across several custodial platforms.
Navigate multiple systems, applications, browser tabs, and online platforms simultaneously while maintaining accuracy and efficiency.
Quickly learn and adapt to new technology, systems, workflows, and processes.
Utilize Microsoft Office, Adobe, DocuSign, and other technology platforms to complete daily responsibilities.
Accurately enter, organize, reconcile, and transfer information across multiple systems.
Manage multiple priorities and requests simultaneously while maintaining a high level of attention to detail.
Identify opportunities to improve processes, increase efficiency, and enhance the client and advisor experience.
Maintain organized and accurate electronic and physical records and perform administrative duties as needed.
Other duties as assigned