Senior Client Services Associate

Description

We are a forward-thinking financial services firm dedicated to helping high-net-worth individuals, families, and businesses achieve long-term financial success through intelligent, personalized strategies. With a strong reputation built on trust, expertise, and exceptional service, we pride ourselves on delivering an elevated client experience at every interaction.

As we continue to grow, we're looking for a detail-oriented, proactive Client Services Senior Associate to join our team in the South Bay office. This is an exciting opportunity for someone who thrives in a fast-paced, client-focused environment and is ready to take their financial services career to the next level.

What You'll Be Doing

As a Client Services Senior Associate, you'll serve as a key liaison between clients, advisors, and operations-ensuring that every touchpoint reflects the high standards of Validus Capital. Your responsibilities will include:

• Delivering outstanding service to our clients through prompt, professional communication and proactive support
• Managing and processing account openings, transfers, money movements, and other client requests with accuracy and efficiency
• Acting as a point of contact for high-net-worth clients, answering questions and resolving issues with tact and urgency
• Supporting financial advisors with meeting preparation, documentation, and follow-up
• Monitoring workflows to ensure timely completion of tasks and regulatory compliance
• Building trusted relationships with custodians (Schwab, Fidelity, etc.) and internal departments

• 3-5+ years of client service experience in a wealth management, financial advisory, or investment firm
• Deep knowledge of financial operations, investment accounts (IRAs, Trusts, Brokerage), and custodians such as Schwab, Fidelity, or Pershing
• Excellent verbal and written communication skills with a client-first mindset
• Highly organized with sharp attention to detail and the ability to manage competing priorities
• Tech-savvy and comfortable using CRM systems, Microsoft Office Suite, and financial software platforms
• FINRA licenses (Series 7, 63/66) are a plus, but not required
• Professional, poised, and collaborative demeanor-comfortable interacting with high-net-worth clients and senior leadership

• Compensation: Competitive salary up to $120,000+, depending on experience
• Bonus potential and generous benefits package
• Hybrid work flexibility and a beautiful South Bay office location
• Opportunity for growth within a well-established and respected firm
• Supportive, collaborative team culture with high standards and integrity
• Assisting with special projects and process improvements to enhance client experience and internal operations

Requirements

• 3-5+ years of client service experience in a wealth management, financial advisory, or investment firm
• Deep knowledge of financial operations, investment accounts (IRAs, Trusts, Brokerage), and custodians such as Schwab, Fidelity, or Pershing
• Excellent verbal and written communication skills with a client-first mindset
• Highly organized with sharp attention to detail and the ability to manage competing priorities
• Tech-savvy and comfortable using CRM systems, Microsoft Office Suite, and financial software platforms
• FINRA licenses (Series 7, 63/66) are a plus, but not required
• Professional, poised, and collaborative demeanor-comfortable interacting with high-net-worth clients and senior leadership