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2 results for Operations Associate Established Ria in Palo Alto, CA
- Alamo, CA
- onsite
- Permanent / Full Time
- 85000 - 100000 USD / Yearly
- <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>
- 2026-08-03T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 29 - 31 USD / Hourly
- <p>We are seeking a customer-focused Property Administrator to support the day-to-day operations of a commercial office building. This role serves as a primary point of contact for tenants, assisting with tenant requests, work orders, move-ins/move-outs, and administrative support while partnering with security, engineering, and janitorial teams to ensure a positive tenant experience.</p><p>Key Responsibilities</p><ul><li>Respond to tenant emails and requests in a timely manner.</li><li>Coordinate tenant move-ins, move-outs, and building-related requests.</li><li>Create, manage, and redispatch work orders as needed.</li><li>Maintain calendars and track tenant service requests.</li><li>Partner with security, engineering, and janitorial teams to resolve building issues.</li><li>Answer incoming phone calls and escalate concerns when appropriate.</li><li>Assist with general office administration and recordkeeping.</li><li>Follow established property management processes and procedures.</li><li>Support tenant communications and provide exceptional customer service.</li></ul>
- 2026-07-31T00:00:00Z