Customer Service Representative
Morella & Morella, LLC, Lafayette, LA, United States
Job Title
Client Service & Operations Associate Location
Lafayette, Louisiana Position Type
Full-time Salary
Competitive with benefits About Us
Morella & Morella Wealth Advisors & CPA’s is a growing, fee‑only Registered Investment Advisor (RIA) dedicated to providing personalized wealth management, financial planning, and investment advice to high‑net‑worth families and professionals. We pride ourselves on a high‑touch client experience, proactive service, and a collaborative, supportive team environment. The Role
We are looking for a detailed‑oriented and proactive Client Service & Operations Associate to act as the operational backbone of our firm. You will serve as the primary point of contact for clients, managing their day‑to‑day service needs while supporting our advisors with account maintenance, onboarding, and technology workflows. This is a high‑visibility, hands‑on role perfect for someone who takes pride in accuracy, organization, and delivering white‑glove service. Key Responsibilities
Client Onboarding:
Manage the end‑to‑end new client onboarding process, including custodial paperwork, asset transfers, and account set‑up. Account Servicing:
Process daily client requests (ACATs, wire transfers, journals, distributions) accurately and promptly. Client Communication:
Serve as a primary point of contact via phone and email for client inquiries, ensuring high satisfaction. Meeting Support:
Prepare reports, agendas, and materials for advisor client meetings; manage post‑meeting follow‑ups and documentation. Technology & CRM:
Maintain client records and workflows within our CRM (e.g., Redtail, Wealthbox, Salesforce) and custodial platforms (e.g., Schwab, Fidelity). Compliance:
Support compliance tasks, maintain documentation, and adhere to SEC regulatory requirements. Process Improvement:
Identify opportunities to improve operational efficiency and document procedures (SOPs). Qualifications
Experience:
2–5 years of experience in an RIA, wealth management environment, or client services. Knowledge:
Strong understanding of custodial platforms and account types. Skills:
Exceptional attention to detail, strong organizational skills, and proactive problem‑solving abilities. Technology:
Proficiency in CRM systems and MS Office/Google Workspace. Why Join Us?
Opportunity to grow within a fast‑paced, expanding firm. How to Apply
Please submit your resume and a brief cover letter explaining why you are a good fit to smorella@morella-cpa.com
#J-18808-Ljbffr
Client Service & Operations Associate Location
Lafayette, Louisiana Position Type
Full-time Salary
Competitive with benefits About Us
Morella & Morella Wealth Advisors & CPA’s is a growing, fee‑only Registered Investment Advisor (RIA) dedicated to providing personalized wealth management, financial planning, and investment advice to high‑net‑worth families and professionals. We pride ourselves on a high‑touch client experience, proactive service, and a collaborative, supportive team environment. The Role
We are looking for a detailed‑oriented and proactive Client Service & Operations Associate to act as the operational backbone of our firm. You will serve as the primary point of contact for clients, managing their day‑to‑day service needs while supporting our advisors with account maintenance, onboarding, and technology workflows. This is a high‑visibility, hands‑on role perfect for someone who takes pride in accuracy, organization, and delivering white‑glove service. Key Responsibilities
Client Onboarding:
Manage the end‑to‑end new client onboarding process, including custodial paperwork, asset transfers, and account set‑up. Account Servicing:
Process daily client requests (ACATs, wire transfers, journals, distributions) accurately and promptly. Client Communication:
Serve as a primary point of contact via phone and email for client inquiries, ensuring high satisfaction. Meeting Support:
Prepare reports, agendas, and materials for advisor client meetings; manage post‑meeting follow‑ups and documentation. Technology & CRM:
Maintain client records and workflows within our CRM (e.g., Redtail, Wealthbox, Salesforce) and custodial platforms (e.g., Schwab, Fidelity). Compliance:
Support compliance tasks, maintain documentation, and adhere to SEC regulatory requirements. Process Improvement:
Identify opportunities to improve operational efficiency and document procedures (SOPs). Qualifications
Experience:
2–5 years of experience in an RIA, wealth management environment, or client services. Knowledge:
Strong understanding of custodial platforms and account types. Skills:
Exceptional attention to detail, strong organizational skills, and proactive problem‑solving abilities. Technology:
Proficiency in CRM systems and MS Office/Google Workspace. Why Join Us?
Opportunity to grow within a fast‑paced, expanding firm. How to Apply
Please submit your resume and a brief cover letter explaining why you are a good fit to smorella@morella-cpa.com
#J-18808-Ljbffr