What this team does

The Client Services Team is the administrative and operational hub of the firm. On any given day, you might be:

• Onboarding clients and processing service requests. Preparing, tracking, and following through on account applications, asset transfers, and account maintenance.

• Moving money. Executing wires, ACH transfers, Transfer of Assets, and journals with precision and timeliness.

• Serving as a trusted point of contact. Fielding client questions on administrative matters and building relationships along the way.

• Coordinating with custodians and vendors. Interfacing directly to resolve issues and make sure client needs are met.

• Maintaining our CRM. Keeping client data accurate, complete, and accessible for the whole team.

 

How WEIL hires

Every hire matters here. We are a tight-knit team and we feel every addition. Our process is thorough: real conversations and honest questions. We want to know if this is a long-term fit, and we give candidates the same chance to figure that out about us. We are open to candidates at different stages. What matters far more to us than years of experience is who you are and how you think. You will learn things you didn't expect to learn, about financial planning, about systems, about how a firm runs. For the right person, there is a real career path here: in financial planning, in investments, in complex client administration, or in building the systems and operations that make this firm run.

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For our Client Services Team, we are looking for someone who likes to stay busy and takes pride in the details. Someone who can hold a lot of moving parts at once, communicate clearly under pressure, and genuinely cares about the person on the other end of every interaction, whether that's a client, a colleague, or a vendor. Someone who is comfortable with technology, picks up new tools quickly, and doesn't shy away from how we're evolving the way we work. Someone who sees a gap and closes it even when no one is looking.

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Some additional details

• The Series 65 license will be required. We'll build a plan together to get you there (if you don’t already have it).

• An Associate's or Bachelor's degree is preferred.

• Our hiring process includes a background and credit check.

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How to apply

Send your resume and a cover letter to Danae Baltierra at dbaltierra@cweil.com with the subject line “CST Administrator Application: Last Name, First Name.”

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We read cover letters. Tell us something real: who you are, what you're curious about, why this feels like the right fit. That's where we'll start. If you used a large language model (Gemini, ChatGPT, Claude, or similar) we'd like to know. It won't count against you; we're genuinely curious about how people work.

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