Registered Client Service Associate

We are seeking a highly organized and resourceful Full Time Registered Client Service Associate (CSA) to join our dynamic wealth management team. This individual will play a pivotal role in delivering first-class client experience, supporting the team with executive and operational tasks, and ensuring seamless office operations. The ideal candidate is ambitious, detail-oriented, and thrives in a client-centric and fast-paced environment.

At our firm, we deeply value loyalty, teamwork, and mutual support. You will be joining a team that genuinely cares about your success and well-being, offering mentorship, education, and hands-on experience to help you grow both professionally and personally. We are committed to fostering a supportive and nurturing environment where you feel valued and empowered. If you are looking for a role where you can contribute meaningfully, grow alongside a dedicated team.

Key Responsibilities :

Client Service Administration :

• Serve as a primary and first point of contact for clients, handling inquiries with discretion and warmth.
• Manage onboarding for new relationships — collecting documentation, coordinating and managing account openings and transfers, ensuring a smooth transition by following standard operating procedures provided by firm.
• Execute and monitor service requests such as money movement, beneficiary updates, account maintenance, and digital tool enrollment.
• Prepare meeting materials, reports, and follow-up deliverables for client reviews.
• Educate clients on online access, e-signing, and secure document delivery.
• Anticipate client needs and help deepen relationships through proactive communication and follow-through.
• Maintain accurate and current client, prospect, and COI data within our CRM and custodial platforms.
• Support office operations by managing supplies, maintaining vendor relationships, expenses, and troubleshooting service issues.
• Manage incoming paperwork, checks, and client mailings with attention to detail.
• Maintain risk awareness and compliance, identify problems in a timely manner while aligning with standard resolution policies.

Advisor Support & Office Operations :

Licensing & Experience :

Required Skills & Attributes :

Compensation & Benefits :

Working Conditions :

This position is based in San Juan Capistrano, CA, and requires in-office presence. Occasional extended hours may be required during peak periods. We are a family-oriented firm that prioritizes work-life balance and provides flexibility to support your schedule.

Key Differentiators for Revel :