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A bit about us:

Recognized as a “Best Place to Work” for 11 consecutive years

We are growing our team and seeking someone with a financial/ops background who is willing to spend 6-12 months in our Investment Ops department and then transition to a Client Services Associate role.

Why join us?

· Competitive Compensation
· Full benefits package
· 401(k) plan with 100% vested company match
· PTO + holidays
· Hybrid 3 days on site
· Collaborative, fun, flexible work environment
· Clear path to climb corporate ladder
· Hands-on training with real client exposure

Job Details

About the Role

  • Begin in Investment Operations, transition to Client Services Associate within 6–12 months
  • Work directly alongside advisors and client service teams in a boutique family office environment
  • Build deep institutional knowledge of how a sophisticated wealth management practice operates before stepping into a client-facing role
  • High-growth opportunity for an early-career professional looking to establish themselves


Investment Ops Phase (months 1–12)
  • Process new account paperwork & account transfers
  • Prepare and distribute performance and portfolio reports
  • Maintain data integrity across CRM and portfolio management systems


CSA Phase (ongoing)
  • Serve as a primary point of contact for assigned high-net-worth client families
  • Respond to client inquiries with professionalism, accuracy, and discretion
  • Prepare materials and summaries ahead of client review meetings
  • Manage client onboarding from start to finish
  • Coordinate between advisors, clients, and third-party service providers
  • Process distribution requests, wire transfers, and account maintenance
  • Maintain and update client records in CRM


What We're Looking For

  • 0–5 years of relevant experience
  • Bachelor's degree in Finance, Business, Accounting, or related field
  • Natural relationship builder

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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