We are seeking a highly organized and resourceful Full Time Registered Client Service Associate (CSA) to join our dynamic wealth management team. This individual will play a pivotal role in delivering first-class client experience, supporting the team with executive and operational tasks, and ensuring seamless office operations. The ideal candidate is ambitious, detail-oriented, and thrives in a client-centric and fast-paced environment.

At our firm, we deeply value loyalty, teamwork, and mutual support. You will be joining a team that genuinely cares about your success and well-being, offering mentorship, education, and hands-on experience to help you grow both professionally and personally. We are committed to fostering a supportive and nurturing environment where you feel valued and empowered. If you are looking for a role where you can contribute meaningfully, grow alongside a dedicated team.

Key Responsibilities

Client Service Administration

Serve as a primary and first point of contact for clients, handling inquiries with discretion and warmth.
Manage onboarding for new relationships — collecting documentation, coordinating and managing account openings and transfers, ensuring a smooth transition by following standard operating procedures provided by firm.
Execute and monitor service requests such as money movement, beneficiary updates, account maintenance, and digital tool enrollment.
Prepare meeting materials, reports, and follow-up deliverables for client reviews.
Educate clients on online access, e-signing, and secure document delivery.
Anticipate client needs and help deepen relationships through proactive communication and follow-through.
Maintain accurate and current client, prospect, and COI data within our CRM and custodial platforms.
Support office operations by managing supplies, maintaining vendor relationships, expenses, and troubleshooting service issues.
Manage incoming paperwork, checks, and client mailings with attention to detail.

Advisor Support & Office Operations

Work closely with the partners to oversee day-to-day operations of the firm.
Coordinate calendars, schedule client and professional partner meetings, and prepare agendas.
Manage travel arrangements, expense reporting, itineraries, and other logistical support for the advisory team.
Assist in implementing the team’s client service model and business plan.
Support marketing efforts — updating materials, expense reimbursements, and coordinating client events.
Research account information, prepare portfolio or performance reports, and assist with trade entry/rebalancing at the direction of advisors.
Stay current on firm technology, procedures, and compliance requirements.

Licensing & Experience

FINRA SIE and Series 7 & 66 (or Series 7 & 63/65) required.
Minimum 3+ years in a wealth management, investment advisory, or client service role preferred.
Bachelor’s degree or equivalent experience strongly preferred.

Required Skills & Attributes

Exceptional client service mindset — professional, warm, and able to handle sensitive situations with discretion.
Professional appearance & demeanor — business formal most days; able to represent the firm with polish and confidence.
High capacity & composure under pressure — able to manage multiple requests and competing priorities simultaneously while staying organized and maintaining accuracy in a fast-paced environment
Strong organizational skills — keeps both client workflows and advisors’ schedules, priorities, and follow-ups on track while anticipating client and advisor needs.
Ownership mentality — takes pride in the firm’s success, shows initiative, and is willing to go above and beyond to meet deadlines and support the team during high-demand periods.
Advanced communication — excellent written and verbal skills; comfortable interacting with high-net-worth clients and professional partners.
Technical fluency — proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint); CRM systems experience a plus.
Industry knowledge — understanding of brokerage/custodian operations, account types, basic investment concepts, and compliance requirements.
Problem solving & adaptability — resourceful, proactive, and able to remain calm and professional in high-stakes or time-sensitive situations.
Team orientation — collaborative, flexible, and willing to step in wherever needed to maintain an exceptional client experience.

Compensation & Benefits:

Base Salary: $85,000-$100,000 annually.
Actual base salary varies based on factors including but not limited to relevant skill, prior experience, education, and demonstrated performance.
Bonus: Annual performance-based bonus potential.
Retirement Benefits
Paid Time Off
Health Insurance

Working Conditions

This position is based in San Juan Capistrano, CA, and requires in-office presence. Occasional extended hours may be required during peak periods. We are a family-oriented firm that prioritizes work-life balance and provides flexibility to support your schedule.

Key Differentiators for Revel

Boutique, high-touch environment: You’ll work closely with advisors and clients — no bank product quotas or sales pushes.
Client relationships that feel personal: Our clients expect white-glove service, trust, and discretion.
Dynamic role: You’ll blend client relationship management, operations, and advisor support in a collaborative team.

Revel Private Wealth

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Registered Client Service Associate