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Client Onboarding & Operations Specialist
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-09-02
Listing for:
Twin Peaks Wealth Advisors
Full Time
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Services
Job Description & How to Apply Below
Twin Peaks Wealth Advisors is seeking a Client Services Associate to drive the onboarding, funding, and money movement processes that underpin a flawless client experience. You’ll manage account openings across custodians, ensure precise transfers, and keep CRM data audit-ready while collaborating with compliance.
Ideal candidates will bring at least 5 years in client services at an RIA or fintech, with hands-on experience in Schwab, Fidelity, and planning tools like eMoney and Black Diamond,
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