{"id":2630300,"url":"https://alion.io/job/gerber-kawasaki-client-services-associate","title":"Client Services Associate","company":{"id":4422774,"name":"Gerber Kawasaki","domain":"gerberkawasaki.com","url":"https://alion.io/company/gerberkawasaki","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"BambooHR","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Santa Monica, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":80000,"max":null,"currency":"USD","period":"year","gross":null,"usd_annual":80000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-08-03T00:00:00Z","employer_posted_date":"2026-08-03","last_verified_at":"2026-11-13T23:28:23Z","board_verified":true,"closed_at":null,"days_open":103,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":102},"description":"Location:Santa Monica, CA\nSchedule:100% in-office, Monday-Friday, 8:00 a.m.-5:00 p.m.\nCompensation:$80K+ Base salary, commensurate with experience, plus competitive benefits and eligibility for bonus opportunities\nGerber Kawasaki is one of the fastest-growing and most influential independent wealth and investment management firms in the country. We are a dynamic, entrepreneurial, and client-focused firm committed to delivering an exceptional experience to the individuals, families, and businesses we serve.\nWe are seeking an experienced, highly proficient, tech-savvy, and exceptionally detail-oriented Client Services Associate to join our growing team. This 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 our Financial Advisors.\nThe ideal candidate is someone who can hit the ground running-a highly organized, efficient, and solutions-oriented professional who is comfortable working across multiple custodial platforms, systems, and applications simultaneously and takes pride in getting things done accurately and quickly.\nAs a Client Services Associate, you will support Financial Advisors and their clients across the full account lifecycle. You will be responsible for ensuring that client requests and operational needs are handled accurately, efficiently, and with a high level of professionalism.\nClient & Account Service\nServe as a trusted partner and advocate for Financial Advisors, helping them deliver an exceptional client experience.\nManage client service requests from initiation through completion, ensuring timely follow-up and resolution.\nOpen, maintain, transfer, and close investment accounts across custodial platforms.\nManage new account paperwork, account maintenance, registrations, beneficiary changes, and other account-related requests.\nProcess and coordinate client disbursements, transfers, contributions, distributions, and other account transactions.\nWork closely with custodians and internal teams to resolve account and operational issues.\nCommunicate professionally and effectively with clients, advisors, custodians, and internal partners.\nOperational & Technical Responsibilities\nWork extensively across several custodial platforms\nNavigate multiple systems, applications, browser tabs, and online platforms simultaneously while maintaining accuracy and efficiency.\nQuickly learn and adapt to new technology, systems, workflows, and processes.\nUtilize Microsoft Office, Adobe, DocuSign, and other technology platforms to complete daily responsibilities.\nAccurately enter, organize, reconcile, and transfer information across multiple systems.\nManage multiple priorities and requests simultaneously while maintaining a high level of attention to detail.\nIdentify opportunities to improve processes, increase efficiency, and enhance the client and advisor experience.\nMaintain organized and accurate electronic and physical records and perform administrative duties as needed.\nOther duties as assigned\nExperience\n3+ years of experience in client services, operations, or a similar role within wealth management or financial services preferred.\nDemonstrated experience working directly with Financial Advisors and/or high-net-worth clients.\nStrong experience with Salesforce, Fidelity, and Schwab; experience with all is highly preferred.\nHands-on experience with opening, maintaining, transferring, and closing investment accounts.\nExperience processing client transactions, including transfers, disbursements, contributions, distributions, and account maintenance.\nExperience working within an RIA, wealth management firm, or investment management environment strongly preferred.\nTechnology & Efficiency\nHighly tech-savvy and extremely comfortable working across multiple systems and platforms at once.\nAbility to efficiently navigate multiple browser tabs, applications, documents, and systems simultaneously without losing accuracy.\nAdvanced proficiency in Microsoft Office, Adobe, DocuSign, and other digital tools.\nStrong computer skills with the ability to learn new systems and technology quickly.\nExtremely detail-oriented with a strong focus on accuracy, organization, and follow-through.\nAble to work quickly and efficiently in a fast-paced environment without sacrificing quality.\nProfessional Skills\nExceptional written and verbal communication skills.\nStrong organizational and time-management skills with the ability to prioritize competing demands.\nDemonstrated ability to manage multiple requests and projects simultaneously.\nProactive, resourceful, and solutions-oriented with strong follow-through.\nAble to anticipate advisor and client needs rather than simply react to requests.\nProfessional, polished, and composed when working with clients, advisors, and internal teams.\nDemonstrated ability to handle sensitive financial and personal information with discretion and strict confidentiality.\nTeam-oriented, collaborative, and willing to jump in wherever needed.\nCurious and eager to continuously learn, improve processes, and take on additional responsibility.\nThe person who succeeds in this role is more than someone who can complete a checklist of client service tasks. You are the person advisors can rely on to get things done.\nYou are fast, organized, technically proficient, and exceptionally detail-oriented. You know how to navigate the operational side of wealth management, understand the importance of getting account and client information right the first time, and can manage multiple requests without becoming overwhelmed. You take ownership, communicate proactively, and follow things through to completion. You are comfortable working independently but understand that great client service is also a team effort. Most importantly, you care about the experience you create for both our clients and our advisors.\nAt Gerber Kawasaki, we believe in developing our people and creating opportunities for meaningful career growth. We foster a collaborative, entrepreneurial environment where employees are encouraged to take ownership, develop new skills, and contribute to the continued growth of the firm. We promote from within and believe that the right person in this role can grow significantly within the organization as their skills, knowledge, and responsibilities expand. This is an opportunity to join a fast-growing, established independent wealth management firm where your work has a direct impact on our advisors, our clients, and the continued success of the business.\nGerber Kawasaki is proud to be an equal employment opportunity employer. We strive to build diverse teams that reflect the clients and communities we serve. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected status, in accordance with applicable laws.","description_format":"text","description_chars":6992,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-15T15:59:25Z"}],"visa":[],"liveness":{"score":8,"band":"cold","label":"Long shot","p_open":1,"p_active":0.3,"p_room":0.28,"age_days":101,"expected_fill_days":26,"reasons":["conf:1","win:tail","crowd:"],"computed_at":"2026-11-12T10:38:37Z"},"pay":{"stated_usd_annual":80000,"is_top_pay":false},"html_url":"https://alion.io/job/gerber-kawasaki-client-services-associate","json_url":"https://alion.io/job/gerber-kawasaki-client-services-associate.json","meta":{"generated_at":"2026-11-14T02:47:43Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":3878,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4422774},"rest":"https://alion.io/mcp/rest/get_company?id=4422774"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fgerber-kawasaki-client-services-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fgerber-kawasaki-client-services-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fgerber-kawasaki-client-services-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/gerber-kawasaki-client-services-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fgerber-kawasaki-client-services-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2630300}},{"tool":"search_jobs","arguments":{"company":"gerberkawasaki.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2630300},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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