HARVEST WEALTH GROUP

Licensed Senior Client Service Administrator – [Exeter, CA]

$70,000–$110,000 base + bonuses | Full-Time | In-Person Preferred, Remote or Hybrid available

If you’re an experienced CSA who loves order, thrives under pressure, and cares about doing things the right way—but you’re tired of being the only one holding it all together—this is your opportunity to join a team that has your back.

At Harvest Wealth Group, we’ve built something different:

No chaos.

No egos.

No one left without support.

Who We Are

We’re a growing $400M+ 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.

The Role

As a Licensed Client Service Administrator, you’ll support a group of six financial advisors within our centralized operations model. You’ll likely focus in two primary areas, but in this role, coverage across all service types is expected so your teammates can fully unplug when they’re off. That’s how we protect each other and deliver a consistent experience for clients.

This is a senior role, which means you will elevate our team with your experience and take full ownership of your work. 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.

What Success Looks Like

Each week, you’re expected to:

Initiate 95% of assigned service tickets within 24 hours

Complete 95% of tickets without a NIGO (Not In Good Order)

Tickets range from opening new investment and insurance accounts, processing cashiering requests, placing trades, managing transfers, servicing existing accounts, and processing death claims. 

Communicate clearly with advisors, vendors, and custodians

Speak up in weekly team meetings to help strengthen our systems and team.

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.

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 the client service world 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. 

Would love a seat at the table to help shape the future of our growing operations team.

What You Bring

Required:

Active Series 7 license

5+ years of mid-to-senior level experience in the financial services industry that will elevate our team

Experience across multiple custodians and vendor platforms, and can switch gears between these separate regulators.

Ability to pass a background check and complete USCIS I-9 eligibility

Preferred:

Series 66 or 63/65

Series 24

Familiarity with:

Redtail, Docupace, Schwab, Fidelity, Direct Mutual Fund companies, Variable & Fixed Annuities, Life Insurance, iRebal, DocuSign, Ameritas, Practifi, HubSpot, Zoom, EOS, Zocks, Working with a Broker/Dealer, Orion, bulk acquisitions

Compensation & Benefits

$70,000–$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 

Unlimited PTO 

401(k) with employer match

4-week paid sabbatical every 3 years

In-person or hybrid flexibility based on location

Clear expectations, consistent feedback, and support from a leadership team that’s in it with you

The Operations Model That Supports You

We run a centralized operations team where roles are clear and collaboration is expected. You’ll:

Coordinate with six advisors

Be cross-trained for coverage

Join structured weekly meetings to raise issues and improve systems

Know exactly what success looks like—and have the tools to get there

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 Wins – We raise the bar.

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

Want In?

Send us your resume and a short cover letter about why this role feels right for you. We’ll invite selected applicants to an asynchronous interview to get to know you better.