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Registered Client Service Associate

Registered Client Service Associate

Revel Private WealthSan Juan Capistrano, California, United States
1 day ago
Job type
  • Full-time
  • Quick Apply
Job description

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 :

  • Work closely with the partners to oversee day-to-day operations of the firm.
  • Coordinate calendars, schedule client and professional partner meetings, and prepare agendas.
  • Manage travel arrangements, expense reporting, itineraries, and other logistical support for the advisory team.
  • Assist in implementing the team’s client service model and business plan.
  • Support marketing efforts — updating materials, expense reimbursements, and coordinating client events.
  • Research account information, prepare portfolio or performance reports, and assist with trade entry / rebalancing at the direction of advisors.
  • Stay current on firm technology, procedures, and compliance requirements.

    • Licensing & Experience :

  • FINRA SIE and Series 7 & 66 (or Series 7 & 63 / 65) required or willingness to obtain within agreed timeframe.
  • Minimum 3+ years in a wealth management, investment advisory, or client service role preferred.
  • Bachelor’s degree or equivalent experience strongly preferred.

    • Required Skills & Attributes :

  • Exceptional client service mindset — professional, warm, and able to handle sensitive situations with discretion.
  • Professional appearance & demeanor — business formal most days; able to represent the firm with polish and confidence.
  • High capacity & composure under pressure — able to manage multiple requests and competing priorities simultaneously while staying organized and maintaining accuracy in a fast-paced environment.
  • Strong organizational skills — keeps both client workflows and advisors’ schedules, priorities, and follow-ups on track while anticipating client and advisor needs.
  • Ownership mentality — takes pride in the firm’s success, shows initiative, and is willing to go above and beyond to meet deadlines and support the team during high-demand periods.
  • Advanced communication — excellent written and verbal skills; comfortable interacting with high-net-worth clients and professional partners.
  • Technical fluency — proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint); CRM systems experience a plus.
  • Industry knowledge — understanding of brokerage / custodian operations, account types, basic investment concepts, and compliance requirements.
  • Problem solving & adaptability — resourceful, proactive, and able to remain calm and professional in high-stakes or time-sensitive situations.
  • Team orientation — collaborative, flexible, and willing to step in wherever needed to maintain an exceptional client experience.

    • Compensation & Benefits :

  • Base Salary.
  • Bonus : Annual performance-based bonus potential.
  • Retirement Benefits.
  • Paid Time Off.
  • Medical & Dental Insurance.

    • 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 :

  • Boutique, high-touch environment : You’ll work closely with advisors and clients — no bank product quotas or sales pushes.
  • Client relationships that feel personal : Our clients expect white-glove service, trust, and discretion.
  • Dynamic role : You’ll blend client relationship management, operations, and advisor support in a collaborative team.
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    Client Service Associate • San Juan Capistrano, California, United States