Senior Client Service Associate

We are a Rancho Santa Fe-based, top-tier RIA that helps hardworking individuals attain data-driven planning and pragmatic investing. Join us.

We are looking for a Senior Client Service Associate with at least 3 years of CSA experience working with high-net-worth individuals.

Great people deserve great benefits. As a start, benefits include:

• Full-Time, Exempt
• Base Pay: $85K – $115K
• Target Bonus: 15% of base pay
• 5% 401(k) Match
• Company-Paid Health Insurance
• Schedule: Remote Mondays, Onsite Tuesday–Friday
• Monthly Wellness Allowance: $150
• Start Date: Immediate

Job Description PDF:

$85,000 - $115,000 yearly

At Bull Oak, we want someone who takes pride in doing great work. Your primary responsibility will be to ensure that all operational tasks are completed on time and in good order. From day one, you’ll join a high-performing team where you’ll contribute, learn, and grow.

• Manage tasks and workloads to ensure all tasks are completed correctly and on time
• Set the standard of excellence for the delivery of our client experience, including the physical and virtual environments in which we conduct client conversations
• Responsible for providing work direction to others
• Work with advisors to create workflows to ensure client expectations are met
• Ensure our advisors are free from most administrative tasks and able to be at their best every day
• Ensure our external partners and vendors are held accountable to established standards of excellence
• Contact and coordinate with our clients on routine needs, including cash management and meeting scheduling
• Work with our Compliance Manager to ensure the firm is compliant in all things
• Manage all communications between our advisors and CPA partners

This role is ideal for someone who has already mastered the CSA function at an RIA and is ready to operate at a senior level. This person will improve our workflows and serve as a steady operational backbone for advisors and clients alike.

You are likely a strong fit if you:

• An experienced professional with at least 3 years of CSA experience working with high-net-worth individuals
• Attention to detail
• Excellent communication and interpersonal skills
• Strong problem-solving and analytical skills
• A positive and enthusiastic attitude
• Proven ability to deliver unwavering care to individuals and families
• Undergraduate degree

Bull Oak Capital is a Rancho Santa Fe–based, independent Registered Investment Advisor (RIA) serving high-income professionals and families. We provide data-driven financial planning and pragmatic investment management.

We are a small, yet highly effective group of professionals. We are looking for a like-minded individual to grow with us.

Compensation details: Yearly Salary

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