Investment Operations Client Support Specialist Job San Francisco California USA,Finance & Banking

Summary / Objective

Reporting to the Investment Operations Manager, the Investment Operations Client Support Specialist is responsible for onsite support related to coordinating, implementing, and maintaining all investment account openings and service requests while maintaining confidentiality of client information.

Essential Functions

Process all new account paperwork for CWA recommended investment programs

Manage opening accounts

Process all service requests for existing accounts on CWA recommended investment programs

Ongoing maintenance of accounts

Manage closing accounts

Serve as a point of contact between CWA and custodians and third‑party providers

Interact with planning teams and clients, when in the office, to handle same‑day requests

Responsibilities and Duties

Prepare all investment related account paperwork

Process paperwork, including account opening, transfer of assets, and account changes

Process and track account withdrawals, deposits, and account maintenance requests

Specialization in non‑standard investments

Handling of complex account related requests

Track and monitor account requests in process

Troubleshoot account issues, proactively working with CWA Planning Team members, custodians, third‑party providers and clients

Coordinate with internal record‑keeping systems, including billing and performance reporting

Communicate with clients both in‑person and through various electronic methods

Process all new account paperwork for CWA clients along with service requests related to their investment accounts

Serve as an onsite contact between CWA, our clients, third‑party providers and custodians

Ad‑hoc duties as required

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education and Experience

College degree in business‑related field required
At least two years’ investment experience required, with familiarity with investment concepts, portfolio strategies, asset classes and financial market securities
Demonstrated experience supporting ultra‑high‑net‑worth clients within a financial operations environment
Alternative investment experience required
Knowledge of qualified pension plans required
Familiarity with Donor Advised Funds strongly preferred
At least 1 year of experience processing confidential/highly sensitive information
Experience interacting with clients through various channels, including in‑person and various electronic methods
Strong attention to detail and ability to multitask
Adaptable to changing priorities
Exceptional communication skills, both written and verbal

Travel

No travel is expected for this position.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Position Type and Expected Hours of Work

This is a full‑time exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours and remote work is allowed based on management’s approval; required in‑office presence on Mondays, Thursdays, and Fridays, or as business need dictates.

Job Compensation & Benefits Compensation

Minimum: $65,000.00 - Maximum: $80,000.00 USD

Benefits

Heavily subsidized medical insurance options
Generous employer HSA contributions
100% employer‑paid Short‑Term Disability, Long‑Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
Dental and Vision plans
Unlimited PTO
Organization‑paid holidays, including an extended Winter Break
Safe Harbor 401k Plan
Employer‑paid professional dues, licenses, and renewals
Continuing Education resources
Family Planning Assistance Program and Paid Parental Leave
Subsidized fitness programs

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at Your concerns will be handled with the utmost confidentiality and care.

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