Senior Client Services Associate

The Senior Client Services Associate supports Alpha Core’s Del Mar office and plays a critical role in delivering a high-quality client and advisor experience by supporting the day-to-day execution of client service, onboarding, account maintenance, reporting, and operational workflows. This role partners closely with advisors, Client Services & Operations teammates, Compliance, custodians, and technology platforms to ensure client requests are handled accurately, efficiently, and with strong follow-through.

In addition to managing advanced client services requests, this position is responsible for mentoring Client Services Associates and improving processes.

The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a fast-paced wealth management environment. Success in this position requires strong communication, sound judgment, a client-first mindset, and the ability to identify opportunities to strengthen processes, improve service consistency, and support the continued growth of Alpha Core Wealth Advisory.

• Ensure outstanding service and customer satisfaction.
• Mentor and develop junior client service associate staff.
• Develop scalable processes and procedures to support company growth and maximize efficiency.
• Champion and embody Alpha Core‘s Core Values.

• Communicate with advisors to ensure that client service standards are met, manage workload, and continuously adjusting priorities and timelines to meet time constraints and deadlines.
• Assist in client onboarding and associated paperwork processing on multiple platforms.
• Monitor client account activity, facilitate client funds transfers, confirm accounts allocated, generate, and reconcile quarterly performance reporting.
• Management of multiple Outlook calendars for a variety of advisors, assist with coordination of meetings.

• Coordinate with Compliance on applicable matters, such as recordkeeping, and periodic testing of applicable policies and procedures (i.e., advisory contracts, client billing and reporting).
• Mentor and coach Client Services Associates and support their development.
• Act as subject matter expert for the Del Mar location.

• Proficiency in financial planning software (eMoney, Black Diamond, etc.).
• Problem-solving abilities.
• Client-first mindset with strong professionalism.
• Strong communicator with ability to simplify complex topics.
• Proactive and solutions-oriented mindset.
• Strong mentorship and coaching skills.
• High attention to detail and accountability.

• Bachelor’s degree in finance, economics, business, or related field.
• 5+ years of financial planning or wealth management experience.
• Strong understanding of financial planning concepts and strategies.

• Familiarity with Black Diamond, Salesforce and iCapital Portal.
• Experience analyzing investment portfolios and financial scenarios.

Job Type: Full-Time, In-office

Base Salary: $80,000.00 – $ per year

Bonus: Up to 10% of base salary

Alpha Core Wealth Advisory is a fast growing, independent wealth advisory firm dedicated to helping clients build, preserve, and protect their wealth. Headquartered in La Jolla, California, with offices nationwide, Alpha Core takes a comprehensive approach to wealth planning and strives to deliver sophisticated investment management services by providing access to both traditional and alternative investments. Supported by in-house research, operational resources, and modern technology, Alpha Core advisors place clients’ goals at the center of every financial plan.

At Alpha Core Wealth Advisory, we offer a collaborative and dynamic…