Client Service & Operations Associate

Famiglia Wealth is seeking a Client Service & Operations Specialist to support the operational backbone of their firm. This role is ideal for someone who thrives behind the scenes, enjoys structure and process, and wants to grow long-term within an operations-focused career path.

Requirements

• 3+ years of experience in wealth management, financial services, RIA operations, or client service.
• Experience in similar roles such as Client Associate, Operations Coordinator, or Specialist.
• Familiarity with custodial platforms (Pershing, Schwab, etc.) and CRM systems (Wealthbox a plus).
• Strong Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Highly organized, detail-oriented, proactive, and able to work independently and with a team.

Benefits

• Competitive base salary ($65k-$75k)
• Health, dental, vision insurance
• 401(k)
• PTO