Client Service Associate; Non-Advisory

Our hiring process includes a brief Spark Hire video interview followed by in-person interviews with our Head of Client Service and team. If this sounds like the kind of environment where you would do your best work, we would love to hear from you.

California Capital Management is an SEC-registered RIA based in Burbank, CA, managing over $400 million in assets for approximately 400 client households. We provide high-touch, personalized financial planning and investment management, and we hold our team to the same standards we hold ourselves.

We are a small, collaborative team where everyone’s work is visible and everyone’s contribution matters. We promote from within – and we mean it. Several members of our leadership team started in client service roles at this firm. We are looking for someone who wants to build a long-term career in client service, and we invest in people as they grow.

The people who thrive here enjoy problem-solving, staying organized, supporting others, and being someone the team can consistently rely on. In a small firm environment, everyone contributes to the overall client experience, and team members are expected to step in where needed to help the team succeed.

This is a career client service role within an RIA – not an advisor-track position. Candidates whose primary goal is to become a financial advisor, portfolio manager, or investment analyst will not be a fit.

This is a fast-paced, high-ownership, full-time, in-office client service role where you will work closely with our Head of Client Service and advisory team to deliver an exceptional client experience.

You will manage your own workflow, communicate proactively, and maintain a high standard of accuracy across client-facing responsibilities while delivering the white-glove service that defines our firm.

This role is ideal for someone who takes pride in client service, organization, follow-through, and being a dependable contributor within a high-performing team.

Like any high-functioning advisory firm, responsibilities in this role evolve over time based on trust, capability, initiative, and team needs.

You will also be required to obtain your California Notary Public license within your first 90 days.

You will play a critical role in delivering a high-touch, white glove client experience by ensuring every request is handled with accuracy, urgency, and follow-through.

• Serve as a primary point of contact for client service requests via phone and email
• Draft and send clear, accurate client communications independently, exercising judgment on when to elevate and when to resolve
• Schedule and confirm client appointments, proactively follow up on outstanding items, and ensure every request is fully completed

• Open, maintain, and close accounts across custodial and broker‑dealer platforms (Schwab, PKS, etc.)
• Process ACH requests, transfers, ACATs, distributions, and RMDs with precision and timeliness
• Complete, submit, and track all custodial and broker‑dealer forms from initiation to resolution
• Process client check deposits with strict adherence to accuracy, documentation, and internal controls
• Support the completion and notarization of client documents as needed

• Maintain Tamarac CRM (Microsoft Dynamics 365) with accurate, real‑time client records and task documentation
• Organize and store client files in SharePoint and digital vault systems, ensuring consistent structure and accessibility
• Document client interactions, advisor notes, and service activity with sufficient detail to ensure seamless continuity across the team

• Support advisors in preparing client review materials including statements, gain/loss reports, and account snapshots
• Coordinate with the portfolio management team on distributions, model changes, and trade support
• Contribute to internal projects, reporting, and firm‑wide support efforts as needed

• Direct experience at an RIA, broker‑dealer, wire house, or independent financial planning firm is strongly preferred.
• Hands‑on experience with custodial or…