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Prosperity Wealth Planning · 2 days ago

Client Service and Operations Associate

Irvine, CA

Part-time

Onsite

Entry Level

$30/hr - $35/hr

2+ years exp

Prosperity Wealth Planning is a boutique financial planning practice dedicated to providing exceptional service to high net worth clients. The Client Service & Operations Associate plays a critical role in supporting client experiences and operational execution, ensuring accurate and timely service delivery.

Financial ServicesInsuranceRetirementWealth Management

Responsibilities

Support the onboarding of new clients, including preparation, processing, and follow-up of all required paperwork

Review, enter, and maintain accurate client data across CRM, custodial, and planning systems

Coordinate and follow through on service requests to ensure timely, accurate execution

Schedule and coordinate client meetings, calls, and follow-ups

Respond to routine client inquiries with professionalism and a client-first mindset

Maintain accurate, up-to-date client records and documentation

Assist with day-to-day operational workflows that keep the firm running smoothly

Provide data entry and administrative support across multiple technology platforms

Support compliance-related activities where appropriate

Manage highly confidential information with integrity and discretion

Participate in internal meetings, planning sessions, and process improvement initiatives

Work collaboratively with financial planners and client service leadership

Assist with firm events (virtual and in-person) including planning, coordination, and execution

Support broader firm initiatives and special projects as assigned

Qualification

Client service experienceMicrosoft Office SuiteCRM systems proficiencyFinancial planning technologyEthical standardsCommunication skillsAttention to detailTeam collaborationAdaptability