Remote Wealth Client Service Operations Associate
Remote / Online - Candidates ideally in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-30
Walnut Creek, Contra Costa County, California, 94598, USA
Listing for:
The Strategic Implementer
Remote/Work from Home
position Listed on 2026-07-30
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Pathwise Wealth Partners, a wealth management firm in the Bay Area and San Diego, is seeking a permanently remote Client Service Operations Associate to join the team. The role supports advisors, onboarding, and client service workflows from a home office with equipment provided.
The position is open to candidates in Pacific and Mountain time zones and offers a Monday–Friday schedule. Compensation ranges $80K-$100K with a 401(k) company contribution, generous PTO, and a collaborative environment
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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