Job Description

Client Service Administrator

Entry-Level to Senior | Exeter, CA

$50,000–$110,000 base + bonuses | Full-Time | In-Person Preferred, Remote or Hybrid Available

Whether you’re building your career in financial services or you’re a seasoned CSA looking for a team that actually has your back—we want to talk to you.

At Harvest Wealth Group, we’re always looking for people who care about doing things the right way. We’re hiring Client Service Administrators at multiple levels—from those just getting started to experienced professionals ready to lead or with a desie to develop into a financial advisor. If you’re detail-driven, composed under pressure, and tired of workplaces where no one has your back, keep reading.

Who We Are

We’re a growing $470M+ AUM financial planning firm headquartered in Exeter, CA, serving the backbone of America—the hard-working families we’re proud to call clients.

Our purpose is to obsessively serve our team and clients so they feel known, valued, and loved. That’s not a tagline. It’s how we operate.

What that means in practice:

• •No chaos. No egos. No one left without support.
• •Cross-trained teams so your teammates can fully unplug when they’re off.
• •Clear expectations, consistent feedback, and leadership that’s in it with you.

The Roles

We’re hiring across multiple levels within our centralized operations team. You’ll support a group of financial advisors, and your specific responsibilities will match your experience. Here’s what each level looks like:

CSA (Entry-Level) — $50,000–$65,000

You’re early in your financial services career but you’re hungry to learn, detail-oriented by nature, and ready to be part of something that’s growing. You’ll handle foundational service work while building toward full ownership of client service processes.

• •Process cashiering requests, account maintenance, and paperwork with accuracy
• •Learn custodian and vendor platforms with structured training and mentorship
• •Support senior team members on complex cases while developing your own skills
• •Communicate clearly with advisors, vendors, and custodians
• •Work toward licensing (Series 7, 66) with firm support

What you bring: 1–2 years in financial services (or equivalent administrative experience), a willingness to get licensed, strong attention to detail, and a team-first mindset. Series 7 preferred but not required—we’ll help you get there.

Mid-Level CSA — $65,000–$85,000

You’ve been doing this work and you’re good at it. You can run a service ticket start to finish, you know what NIGO means (and you hate it), and you’re ready for a firm that matches your standards.

• •Own the full lifecycle of service tickets: new accounts, transfers, trades, cashiering, and account maintenance
• •Work across multiple custodians and vendor platforms with confidence
• •Initiate 95% of assigned service tickets within 24 hours
• •Complete 95% of tickets without a NIGO
• •Contribute to weekly team meetings and help strengthen systems

What you bring: Active Series 7 license, 3–5 years of experience in financial services operations, proven ability to manage multi-custodian workflows, and a track record of accuracy and follow-through.

Senior CSA — $85,000–$110,000

You’re the person people go to when things get complicated. You don’t wait to be told when something’s off—you see it, fix it, and speak into how to improve the process going forward. You’re ready for a seat at the table to help shape operations as we grow.

• •Everything in the mid-level role, plus full ownership of complex cases: death claims, bulk transfers, and escalations
• •Mentor and cross-train junior team members
• •Identify process gaps and lead improvements across the operations team
• •Serve as a go-to resource for advisors on complex service questions
• •Help shape the future of our growing operations team

What you bring: Active Series 7 license (Series 66 or 63/65 strongly preferred, Series 24 a plus), 5+ years of mid-to-senior level experience across multiple custodians and vendor platforms, and the ability to elevate the team around you.

Preferred Experience (All Levels)

You don’t need all of these, but the more you bring, the faster you’ll hit the ground running:

• •Schwab, Fidelity, or direct mutual fund company experience
• •Variable & fixed annuities, life insurance servicing
• •Practifi or other salesforce based CRM, Redtail, Docupace, iRebal, Orion, DocuSign, HubSpot
• •Broker/Dealer and RIA dual-registration environments
• •Bulk acquisition or book integration experience
• •Familiarity with EOS (Entrepreneurial Operating System)

You’ll Fit Here If You

• •Stay composed under pressure and bring steadiness to your team
• •Are detail-driven and take pride in getting things right the first time
• •See client service as a series of puzzles you’re wired to solve, not a nuisance
• •Communicate clearly, follow through, and don’t leave loose ends
• •Understand that being direct is being kind—and you use your voice to help us grow and accept the challenge to grow yourself
• •Are excited to grow with a firm that promotes from within and invests in your development

Compensation & Benefits

• •$50,000–$110,000 base salary depending on experience and licensing
• •Tiered incentive plan (up to 15% of base salary at the highest tier)
• •Paid Medical, Vision, and Dental benefits
• •Structured PTO program
• •401(k) with employer match
• •4-week paid sabbatical every 3 years
• •In-person or hybrid flexibility based on location
• •Defined growth path with clear advancement criteria—we promote from within

Our Core Values

This is what drives how we work:

Scrappy – We don’t wait for perfect. We make it happen.

Stronger United – No egos. Just teammates.

Excellence  – We raise the bar.

Unyielding Integrity – We do the right thing, even when it’s hard.

Want In?

Send us your resume and COVER LETTER about why this role feels right for you—and let us know which level you’re targeting. We’ll invite selected applicants to an asynchronous interview to get to know you better.

We’re not perfect. Things break. But we don’t waste time pointing fingers. We solve it, fix the root issue, and move forward stronger.

All candidates must be able to pass a background check and complete USCIS I-9 eligibility verification.

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