Overview

Client Service and Operations Associate

Sage Street Wealth is seeking a Client Service and Operations Associate to help our wealth advisors serve clients. The ideal candidate is comfortable managing several projects at once and takes ownership of the firm’s day-to-day operations.

The Role

You will own client service and operations so our advisors can focus on advising and growth. That means getting new clients onboarded smoothly, keeping accounts and systems running cleanly, and supporting the work of building and delivering financial plans.

This is a behind-the-scenes role. This position is not a path to an advisor or client-facing role. It is built for someone who enjoys operations, systems, and doing the detailed work that makes a great client experience possible. You will be a key point of contact for clients on service needs, primarily by email and phone.

Client Service and Operations

  • Own new client onboarding once clients commit, including agreements, invoicing, data gathering, and account setup
  • Open accounts, process asset transfers, move money, and maintain accounts
  • Manage billing and performance reporting through custodial and billing platforms
  • Assist with scheduling and follow-up for clients and prospects
  • Respond promptly to client service requests and questions
  • Manage the client service calendar and systematic proactive communication
  • Keep HubSpot current with notes and tasks, and make sure tasks are assigned and completed
  • Maintain the RightCapital client portal and keep data consistent across the CRM, client folders, and portal
  • Work with the founder to build policies, procedures, and workflows
  • Work with the founder to maintain firm compliance standards

Behind-the-Scenes Planning Support

  • Handle meeting preparation, including preparing deliverables
  • Run preliminary planning analysis
  • Review and verify output for completeness before advisor review
  • Research one-off planning questions (tax, retirement income, Social Security, insurance, and more) for advisor review
  • Help refine how the firm uses AI, including prompts, templates, and quality checks

What We Are Looking For

  • Resourceful: when you do not know the answer, you find it through research, documentation, or custodian support before escalating
  • Takes initiative: you spot problems and gaps before they are pointed out and bring solutions, not just questions
  • Accountable: you own outcomes from start to finish, follow through on commitments, and raise mistakes early
  • A “no job is beneath me” attitude
  • Organized and detail-oriented, especially with data and paperwork
  • Clear, prompt written communication with clients

Experience

  • 2+ years in financial services operations or client service, with familiarity with financial planning concepts; CFP coursework is welcome but not required
  • Fluent with AI tools in real work, with a strong instinct for checking their output
  • Experience with, or interest in learning, industry platforms (Schwab, Altruist, RightCapital, HubSpot, AdvicePay, Wealthbox, or similar)

Path to Full-Time

This role starts part-time because we want it to grow alongside the firm rather than ahead of it. As our client base grows, we expect it to become full-time, and we are specifically looking for someone who wants to make that move within the next six months to a year. As the firm adds advisors and support, this role is designed to grow into our Client Service and Operations Lead, with ownership of our systems, workflows, and support team.

Compensation and Details (Part-Time)

  • $40 to $50 per hour depending on experience
  • Starting at up to 30 hours per week (with a minimum of 20), transitioning to full-time as the firm grows
  • Fully remote
  • Company-provided computer

Why This Role

You will work directly with the founder at a fast-growing firm and help shape how a modern, forward-thinking practice runs. There are no layers between you and the work, and the systems you help build will define how we scale.

About Sage Street Wealth

Sage Street Wealth is an independent financial planning practice based in Reno, NV. We serve a growing base of households nationwide, with a focus on pre-retirees, retirees, and small business owners. We believe in acting as fiduciaries and always operating in the best interests of our clients. Our goal is to deliver an exceptional client experience with an efficient, highly capable team that uses modern technology to do more. Our client base is growing quickly, and this role is the foundation of how we operate.

 

Tagged as: client service, operations

About Sage Street Wealth

Sage Street Wealth is an independent financial planning practice based in Reno, NV. We serve a growing base of households nationwide, with a focus on pre-retirees, retirees, and small business owners. Check us out at www.sagestreetwealth.com