About Us

California Wealth Transitions is a growing financial management firm dedicated to helping clients navigate life’s financial milestones with confidence. We pride ourselves on delivering exceptional client service, tailored financial strategies, and a highly collaborative team culture.

Position Overview

We are seeking a motivated, detail-oriented Client Service Associate to join our team. This entry-level role is ideal for someone looking to begin a long-term career in financial services. You will work closely with advisors and operational staff to support client relationships, ensure smooth account workflows, and maintain a high standard of service.

Key Responsibilities

• Provide friendly, responsive support to clients via phone, email, and in person

• Assist with onboarding new clients, including preparing forms and gathering documentation

• Process account opening, transfers, money movement, and other service requests with accuracy

• Maintain and update client records in CRM and custodian platforms

• Schedule client meetings and prepare meeting materials

• Coordinate with advisors on follow-up tasks and outstanding items

• Handle general office administrative duties and support team operations

• Maintain confidentiality and ensure compliance with industry regulations

Qualifications

• Bachelor’s degree preferred (Finance, Business, Communications, or related field)

• Strong organizational skills and exceptional attention to detail

• Excellent verbal and written communication skills

• Ability to manage multiple tasks and meet deadlines

• Positive attitude and willingness to learn

• Proficiency in Microsoft Office Suite; familiarity with CRM systems a plus

• Customer service or administrative experience is helpful but not required

What We Offer

• Hands-on training and mentorship

• Opportunities for career growth within the firm

• Collaborative, team-oriented environment

• Competitive compensation and benefits package

• Exposure to financial planning, wealth management, and investment operations

CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families, with a focus on women in financial transition. We specialize in helping women facing financial transitions in life, whether it’s a change in income, sale of a business, loss of a loved one, planning for a generational transfer of assets, divorce, planning for retirement, seeking socially conscious investment opportunities, or more. If you have: -Recently lost your spouse and have multiple trusts, real estate properties, investment accounts, insurance policies to sort through. -Selling your business and need help determining if the money will last the rest of your life, how to make sure your employees are taken care of, and need advanced tax planning -Considering retirement and concerned if you've saved enough, wondering if you are invested appropriately, which accounts you should use to replace your income, or have questions related to social security -Unsure about what to do with your employee stock options, RSUs, ESPP, or any other corporate benefits and need help sorting through it all -In the midst of a complex divorce and concerned about an equitable distribution of assets Call us! We can help you sort through these issues and work hand in hand with you to create a plan for what moves you should be making now to set yourself up for success. Our team is ready to get to know you and help put your mind at ease.

Client Service Associate

Client Service Associate

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